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  • Reflections for the End of the Year

    • November 13, 2020
    • Posted by: Jeff Atwell
    • Category: Financial Plan, Resources
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    person creates design

    As the year draws to a close, it’s a great time for qualified plan sponsors to reflect on their goals and objectives for sponsoring a retirement plan.  In addition, they should reflect on whether the plan is providing the participants with the best means possible to reach their retirement income goal. 

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  • Roadblocks to Retirement Plan Success

    • July 20, 2020
    • Posted by: Jeff Atwell
    • Category: Economics, Financial Plan, Resources
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    Retirement plan professionals and retirement plan sponsors should focus on implementing processes and procedures to assist the participants covered by the qualified retirement in saving for a dignified retirement.  This includes being aware of these five potential barriers to successful retirement outcomes. 

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