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  • Automatic Enrollment: the Power of Default

    • October 22, 2019
    • Posted by: Jeff Atwell
    • Category: Financial Plan, Resources
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    As we near the end of 2019, the time is right for plan sponsors to review the feasibility, advantages, and disadvantages of adding automatic enrollment features. Many participants want to save for retirement, but they do not want to go through the process of making the necessary decisions to enroll in their employer sponsored plan. Automatic enrollment could be the answer.

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  • Designing Plans to Meet Retirement Goals

    • May 27, 2019
    • Posted by: Jeff Atwell
    • Category: Financial Plan, Resources
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    Two of the elements of Designing a Retirement Plan Standard of Excellence are designing a plan to meet the Plan Sponsor’s mission or goals and objectives and designing a plan to assist and inspire participants in meeting their retirement goals.  The attached article provides some interesting statistics and strategies Plan Sponsors have implemented, or are considering implementing to accomplish these goals. 

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