FNL BLOG
7 Questions to Help Optimize Your 401(k) Plan
Let’s explore some of the critical elements of workplace retirement plans. Our goal is to equip you with the knowledge you need to evaluate your
SECURE 2.0 Update: Looking Ahead
Some provisions of SECURE 2.0 have already taken effect, and more will become effective soon. For plan sponsors, preparation is the key. Starting early allows
What’s Going On in Washington?
Exploring current ERISA and DOL areas of interest In a significant move by the Department of Labor (DOL), new regulations are being rolled out that
Exploring In-Plan Retirement Income Solutions
To help prevent potential retirement delays, consider retirement income solutions to boost participants’ confidence in their future financial security. Both employers and employees have a
Boosting Retirement Confidence for Near-Retirees
Employees late in their careers need information that helps smooth the transition into retirement We are entering the “Great Retirement” era, where tens of thousands
Overcoming Mid-Career Retirement Savings Hurdles
Practical tips for Gen X and Millennial workers to save for retirement Life in the middle can be a pickle—just ask any mid-career employee. They’re
Helping Early-Career Employees Navigate the Saving Maze
Ways to boost financial confidence and loyalty for Gen Z employees Have you ever found yourself pondering the classic “If only I could rewind the
Is It Time to Benchmark Your Company’s Retirement Plan?
While your 401(k) plan may not have a chirping reminder, regular reviews, fee benchmarking, and a prudent process are key. Just as we routinely replace
Unlocking Tax Relief and Employee Appreciation: The Power of Profit Sharing
Profit sharing is not just a tool to reduce your company’s tax liability; it is also a powerful means of expressing gratitude towards your employees.