Archived Blogs
Why We Use Russell Instead of S&P
Millennials who were offered a student loan contribution program in their benefits package stayed at companies five years longer than those who were not! Find out more about student loan contribution programs! #Millennialsintheworkplace #studentloans #plandesign
Participant Corner: Borrowing Against Your Retirement Plan: More Costly Than You Think
Ever wondered why we use Russell instead of S&P for benchmarks in the RPAG system? Here are four important reasons! #plandesign #benchmarking
Anthem Settlement Awards Participants More than $23M
Are your plan participants thinking about borrowing money from their retirement plan? Let them know what a costly error this is! #financialwellness #retirementadvice #RPAGAdvice
Hey Joel! – Answers from a recovering former practicing ERISA attorney
Answers from an ERISA Attorney! Can I use the same company for recordkeeping, 3(38) and administrative services?
Participant Corner: What’s an HSA and is it Right for You?
The recent Anthem settlement was huge for participants! Find out more to keep your participants up to date #newsflash #participantfocus
Four Reasons to Integrate Health Savings into your Retirement Plan
Thinking about integrating a health savings account into your retirement plan? Here’s four great reasons to do it #plandesign #healthsavings
Hey Joel! One of my current employees recently received a notice from Social Security saying they might be entitled to a retirement benefit. Is it my responsibility to track this money down?
Social Security notices and employers – What is the employer’s responsibility? #socialsecurity #employers #retirementbenefits
Effective Employee Education
Ideas to increase participation in your retirement plan #employers #retirementplansponsors #401k
Repay Student Loans or Save in a Retirement Plan? Why Not Both?
Heard about the PLR on a new student loan repayment program? Learn more about it here
Q1 2019 Market Review
Let’s take a look at what happened in the market over Q1
Winning Enrollment Techniques and Challenges
Case studies on increasing retirement plan enrollment
Hey Joel – Will Hardship Suspensions Go Away in January 2019?
Answers from an ERISA attorney! Will Hardship Suspensions Go Away in January 2019?
Records and Their Expiration Dates
Attention retirement plan sponsors! Ever wonder how long you need to keep retirement plan documents?
Six Easy Steps to Keep Your Plan Assets Safe
Tips to share with retirement plan participants on keeping their plan assets safe
Members of Congress Call Out the Dept. of Labor on its Enforcement Activities Regarding ESOPs
Is the DOL engaging in enforcement activities against ESOPs without providing meaningful guidance?