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  • 401(k) Plan Mistakes and Fix-It Guide

    • April 12, 2018
    • Posted by: Jeff Atwell
    • Category: Resources, Uncategorized
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    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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  • Should You Implement A Financial Wellness Program?

    • February 20, 2018
    • Posted by: Jeff Atwell
    • Category: Resources
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    Financial Wellness Image

    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.

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