No two businesses are exactly alike. (We know, we know: that observation has been marketed to a slow, inevitable death in the Valley of Clichés.) But the fact remains: different businesses have different needs, especially when it comes to their 401(k)s.
Read MorePresident Trump has signed the Tax Cuts and Jobs Act into law. So what does it mean for you? Some provisions of the law—like lower tax withholding—will likely be noticeable to you before you file your 2017 taxes.
Read MoreAre changes on the way for your 401(k)? With Capitol Hill and political pundits’ radio shows abuzz with talk of tax reform and what exactly said reform entails, there has been much speculation...
Read MoreInertia can keep employees from taking full advantage of their 401(k) plans. But a strong plan design can make a huge difference to plan participation and employee outcomes.
Read MorePerhaps the most vexing thing about being a 401(k) plan advisor is dealing with the reality that many people have a remarkable lack of interest in planning their retirements.
Read MoreJust as an Investment Policy Statement outlines the investment expectations for the plan, an Education Policy Statement should define the educational intentions of the plan.
Read MoreThere's a good chance you've occasionally received emails or other communications at work encouraging you to log on to a company website or attend a meeting hosted by HR people concerning your company 401(k) plan.
Read MoreTo break with this American tradition and assure a better retirement, you can take a tip from Congress and enact your own personal sequester.
Read MoreA good IPS is a living, breathing document that shifts with long-term investment market trends and changes in employee demographics.
Read More