inspire
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Reflections for the End of the Year
- November 13, 2020
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
No CommentsAs 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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Unintended Effects on Plan Contributions
- September 28, 2020
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
The second key element in “Defining a Retirement Plan Standard of Excellence” is Inspiring participants to save for retirement. There are several methods through which this can be accomplished: automatic enrollment, auto escalation, financial wellness programs, investment advice, and managed accounts. It’s a great time of year to begin discussions about these concepts with plan sponsors.
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Insight for Designing a Qualified Retirement Plan for a Standard of Excellence
- September 3, 2020
- Posted by: Jeff Atwell
- Category: Economics, Financial Plan, Resources
The second element of our Standard of Excellence is to inspire participants to save for retirement. We’re looking at a white paper that highlights this element, and how the Secure Act makes creates a significant opportunity for qualified plan professionals to provide participants with the resources and knowledge to reach their retirement income goal.
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Defining a Retirement Plan Standard of Excellence: Key Elements
- July 18, 2019
- Posted by: Jeff Atwell
- Category: Financial Plan, Resources
The white paper we’re discussing today touches on key elements of Defining a Retirement Plan Standard of Excellence. We’re looking at how providers monetize recordkeeping while maintaining that Standard of Excellence.
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TRG has been a partner for our executive leadership team making the process of switching, merging and eventually managing our 401K seamless and easy. Service to our team has been off the charts. Partnership and support has been unparalleled. Thank you, all!