3 Practical Ways to Strengthen Your Fiduciary Process
<< Back to In the Media 3 Practical Ways to Strengthen Your Fiduciary Process How consistent habits can help reduce risk and improve retirement outcomes. As a business leader, you’re doing more than “managing a retirement plan.” You’re helping your employees save for the future and offering a meaningful workplace benefit. A strong fiduciary […]
5 ERISA Fiduciary Duties Made Simple
<< Back to In the Media 5 ERISA Fiduciary Duties Made Simple A clear look at 5 essential plan sponsor responsibilities to support plan oversight through market turbulence and shifting headlines. Most 401(k) fiduciary decisions don’t feel risky in the moment; they feel routine. Committees aren’t questioned because of one bad decision. More often, it’s […]
Advantages of a Health Savings Account (HSA)
<< Back to In the Media Advantages of a Health Savings Account (HSA) How Health Savings Accounts Can Support Retirement Savings When planning for retirement, it is easy to focus on the fun parts like travel or hobbies, but one of the biggest expenses many people face is healthcare. Costs continue to rise, and one […]
Fiduciary Excellence Depends on These 3 Things
<< Back to In the Media Fiduciary Excellence Depends on These 3 Things 53% of plan sponsors don’t realize that they’re fiduciaries,[1]so it’s no surprise that expectations around that role aren’t always clear. Fiduciary responsibility isn’t about perfection. It’s about clarity, consistency, and a process you can stand behind. That’s exactly why many organizations […]
Every 0.01% Impacts Participant Outcomes
How can 401(k) benchmarking help plan sponsors manage 401(k) plan fees, meet fiduciary responsibilities, and improve retirement outcomes? When managing a workplace retirement plan, attention is often placed on total plan assets, average account balances, and investment performance. Yet, plan fees can have a meaningful impact on participant outcomes, especially when compounded over time. This […]
Power Up Your 401(k) Plan
Just like a game has levels, so does retirement. You can unlock new levels over time as you participate. The longer you participate, the more your savings may grow. You Don’t Need to Be an Expert Player to Retire Comfortably A 401(k) plan is your savings account for the future. You choose to put a […]
Employee Burnout Solutions That Work
Taking Your Company from Bare-Minimum Monday to Everyday Excellence You may be familiar with Bare-Minimum Mondays, Take-It-Easy Tuesdays, Let’s-Not-Work-Too-Hard Wednesdays, and No-Think Thursdays. Social media has given a humorous twist to online discussions of work avoidance techniques. Beneath the jokes, it’s clear that many employees are feeling overwhelmed and burned out. For employers, disengagement is […]
8 Essential Steps for Your Next Investment Review
Follow this guide to align your investment menu with participant needs. Here’s what to focus on: Start with your investment framework. Review the investment menu structure. Use consistent criteria to evaluate individual funds. Know what each fund is and the role it plays. Evaluate the QDIA. Take a closer look at your target date funds […]
3 Creative Ways to Unlock Company Savings
Explore high-impact, low-disruption strategies to reduce costs while keeping your benefits competitive. We are often asked how companies can reduce overhead without sacrificing employee satisfaction. Did you know that your retirement plan, healthcare strategy, and employee retention initiatives may be hiding thousands of dollars in easily achievable savings? If you haven’t revisited these areas in […]
Newsletter – Navigating 2026 with Confidence
Newsletter: Navigating 2026 with Confidence This quarter’s newsletter explores the key regulatory, workforce, and fiduciary shifts shaping retirement plan strategy in 2026. Here’s what plan sponsors need to know: What Plan Sponsors Need to Know in 2026 New SECURE 2.0 provisions, including Roth catch-up contributions, super catch-up limits, long-term part-time eligibility, and plan document restatements, […]