Employer Newsletters

401(k) Today – August 2023

Employees Want Financial Planning Support — and Aren’t Afraid to Ask for It Financial stressors including stubbornly high inflation and…

Employee Memos

Risk-proofing Your Future: Personal Protection Strategies

Are you prepared for a secure financial future? Discover some key aspects of a comprehensive risk management strategy. By developing…

401(k)

You Can’t Talk About That at Work: Tackling Financial FAQs

Talking about money is tricky, especially at work. While it may seem too personal for work and easier to avoid…

Uncategorized

Tax Saver’s Credit Reminder

You may be eligible for a valuable incentive, which could reduce your federal income tax liability, for contributing to your…

Employer Newsletters

401(k) Today – February 2021

Continuity, Coronavirus, ERISA, Stimulus Package The coronavirus relief includes a “temporary rule preventing partial plan terminations” for plan sponsors of…

401(k)

Think Green: Have You Considered 401(k) e-Disclosures?

Anyone who has received stacks of mailed booklets, leaflets or other paper 401(k) disclosure materials might be cheering about the…

Employee Memos

How Much Do You Know About Your Retirement Plan?

Retirement Plan Facts Your employer provides you with a retirement plan for you to save money in, tax-deferred, for the…

Employer Newsletters

401(k) Today – January 2021

Former Employees with Plan Assets are Still Plan Participants    Plan Sponsors should understand that terminated employees who left their account…

401(k)

ERISA Update: 5 Big Changes Plan Sponsors Need to Know

If navigating a worldwide pandemic weren’t enough, the world of employee benefits continues to throw curve balls at employers and…

Employer Newsletters

401(k) Today – December 2020

Annual Retirement Plan Notices It is that time when plan sponsors need to send annual notices to participants. The 401(k)…

Employee Memos

The 10% Savings Goal

Most people need to save more — often a lot more — to build a nest egg that can meet…

401(k)

Tracking Down Your Missing Participants

If you have terminated participants with balances in your 401(k) plan, some of whom you can’t locate, you’re not alone;…