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Tag: Workplace Benefits

Employer Newsletters

The Retirement Planning Gap Affecting Two in Three Investors

Despite the importance of retirement planning, a staggering 67% of investors admit to spending no time at all working on…

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Employer Newsletters

The Part-time Participant

The SECURE Act and SECURE 2.0 have increased many part-time employees’ access to employer-sponsored retirement plans. As such, understanding the…

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Columbus, Ohio

5200 Rings Road
Dublin, Ohio 43017

(614) 717-9705

Dayton, Ohio

2 Prestige Place
Suite 130
Miamisburg, Ohio 45342

(937) 260-4315

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12140 Carissa Commerce Court
Suite 104
Fort Myers, Florida 33966

(239) 482-8002
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