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ERISA 10.08.2021

Investment Advice for Participants?

  Is your retirement plan providing adequate information to participants about the funds in the plan? What does the Department of Labor consider adequate? What services can you ask a plan advisor to provide? These…
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Investment Advice for Participants?
ERISA 10.08.2021

Revenge Spending vs Retirement Savings?

Spending trends are way up! Pension industry experts advise retirement plan sponsors to ensure participants are receiving a steady flow of information about saving and retirement planning. Thriving retirement plans focus on high levels of…
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Revenge Spending vs Retirement Savings?
ERISA 10.07.2021

Lifetime Income: Annuity Interest?

As the lifetime income illustrations mandated by the SECURE Act begin to appear on participant statements, experts predict there will be even more interest in annuities. Plan sponsors are addressing the growing interest in annuities…
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Lifetime Income: Annuity Interest?
ERISA 10.07.2021

On The Hook: Errors Caused By Providers?

As a plan sponsor, one of your critical duties is the selection and monitoring of the plan service providers. If they make an error, you could be held personally liable. Though you can never fully…
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On The Hook: Errors Caused By Providers?
ERISA 12.19.2020

Secure Everything: The Need for Cyber Vigilance Is Here To Stay

Cyber attacks are increasing. Experts recommend preparing for this new normal in planning for 2021 and beyond. Don’t forget your retirement plan! The New Normal: Increased Cyber Security Check Point recently surveyed over 600 information…
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Secure Everything: The Need for Cyber Vigilance Is Here To Stay
Cyber 11.23.2020

The Cost of Cybercrime

$6 trillion dollars! That’s how much money experts estimate cybercrime will cost the global economy in 2021! Get prepared. Secure practical solutions and support now. A Ubiquitous Problem The more we all work, relate and…
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The Cost of Cybercrime
ERISA 10.07.2020

Employers Increasingly Concerned About Employee Finances

  A growing number of employers are concerned about the financial well-being of employees—and employees want more financial guidance. Retirement plan sponsors have a bigger role to play! Overall Financial Well-Being Programs Bank of America’s…
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Employers Increasingly Concerned About Employee Finances
ERISA 10.04.2020

Understanding Retirement Savings: Lifetime Income Illustrations

Chances are good that your company’s employees need to save more toward retirement. This is true across the country. New lifetime income disclosures mandated by the SECURE Act, aim to educate employees—and motivate them to…
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Understanding Retirement Savings: Lifetime Income Illustrations
ERISA 10.03.2020

Plan Sponsorship Is Serious Business: Take Precautions

If you are in charge of your company’s employee retirement plan, you are entrusted with safeguarding the future of your employees. Exercise every precaution to protect them, the company—and yourself. ERISA Lawsuits Are Common There…
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Plan Sponsorship Is Serious Business: Take Precautions