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Should You Include ESG Funds in Your Retirement Plan? Maybe, Maybe Not. 

ESG, or environmental, social and governance funds, can be appealing to many investors, including millennials. These funds may be viewed as a proactive way to encourage reluctant and under-prepared millennials to save for retirement.  But is it a good idea to include ESG funds in your plan’s investment menu to entice investment do-gooders to boost […]

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Is it Time to Consider a New Plan Design?

You may have heard about a “cash balance plan” and wondered whether it would be something advantageous for your business.  A cash balance plan operates differently from other types of traditional retirement plans in that it combines features of both defined benefit and defined contribution plans. Technically, a cash balance plan is classified as a […]

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The Power of 1% –Participant Guide

Participants needs guidance when it comes to preparing for retirement, and they often look to their employers, HR department, and company retirement plan committee for direction. Information your plan participants should know includes the importance of saving sooner rather than later, what is compound interest, and how it can benefit them. Need some help explaining? […]

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