Blog
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Demand for Advice Within Retirement Plans
- May 14, 2018
- Posted by: Jeff Atwell
- Category: Resources, Uncategorized
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A recent report shows there is demand for advice within retirement plans. We share that insight and how an investment professional can serve a key role in assisting a plan sponsor on the most appropriate means of providing participant advice or managed account services.
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401(k) Plan Mistakes and Fix-It Guide
- April 12, 2018
- Posted by: Jeff Atwell
- Category: Resources, Uncategorized
Plan sponsors should be aware of the various options available to them to fix a 401(k) Plan operational defect or fiduciary breach once discovered. The attached 401(k) fix it guide is designed to assist plan sponsors and advisors in identifying the defect and identifying the correct method to correct the defect.
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Priorities to Define a 401(k) Standard of Excellence in 2018
- March 29, 2018
- Posted by: Jeff Atwell
- Category: Financial Plan
Plan Sponsors should strive to set a standard of excellence for participants. Review these 9 factors to ensure you set the bar high for 2018.
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For Highly Compensated Employees Consider Safe Harbor Plans
- March 6, 2018
- Posted by: Jeff Atwell
- Category: Uncategorized
This is the time of the year when highly compensated employees (HCEs) are receiving the test results for the 2017 plan year.
Many HCEs are receiving refunds in order to pass the Average Deferral Percentage Test (ADP).
A safe harbor plan design may be an excellent alternative to consider.
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Should You Implement A Financial Wellness Program?
- February 20, 2018
- Posted by: Jeff Atwell
- Category: Resources
Should You Implement A Financial Wellness Program? Over the last 30 years there has been a significant movement by employers away from traditional defined benefit plans to 401(k) plans. The net result of this shift is that now, more than ever, responsibility for achieving a secure retirement falls squarely on the shoulders of individual employees.