The DoL 401(k) Audit: How to Reduce the Odds and Prepare (Just In Case)

September 15, 2017 by Healy Jones

A Department of Labor audit of your company’s 401(k) plan can be a time-consuming, not to mention, an expensive proposition. How expensive? In 2013 the […]

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What are the best funds for your 403(b) plan?

September 11, 2017 by Alex Goldberg

If your non-profit offers a 403(b) retirement plan, one of your greatest responsibilities is choosing the right investment options. Your employees are relying on you […]

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[White Paper] Five Ways to Optimize your Small Business Retirement Plan

September 8, 2017 by Alex Goldberg

When you are running your small business, no two days are the same. But do you have the time and the staff to keep up […]

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What Does a 401(k) Advisor Do?

August 30, 2017 by Alex Goldberg

So you are managing your company’s 401(k) all by yourself? On the one hand, a 401(k) is a great way for you and your employees […]

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nonprofit retirement plan administrator

Nonprofit Retirement Plans: An Overview of 403(b) Options

August 23, 2017 by Alex Goldberg

A 403(b) retirement plan is often described as a “401(k) for nonprofits.” The two defined contribution plans are certainly similar, but there are important differences […]

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How to Compare 401(k) Advisors

August 16, 2017 by Alex Goldberg

Are you looking for a 401(k) advisor, or thinking about upgrading your existing retirement plan advisor? Wondering how to compare different local advisors – or […]

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Most Americans are Unprepared for Retirement

August 10, 2017 by Healy Jones

A 401(k) can help Americans are a confident bunch. In fact, 65% of 46-65 year-olds say they are “somewhat” or “very” confident they will have […]

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403b advisor

Four reasons to hire a 403(b) advisor to help with your retirement plan

August 1, 2017 by Healy Jones

If your non-profit organization is offering employees a 403(b) plan, then your team has an important savings tool at their disposal. Keeping a retirement plan […]

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Why avoid high-cost funds in your 401(k) fund lineup

July 25, 2017 by Healy Jones

If your 401(k) plan is filled with high-cost funds there may be reason. Perhaps your 401(k) adviser explained to you that actively managed funds run […]

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active 401(k) investments

Why your participants should avoid active trading of 401(k) investments

July 17, 2017 by Healy Jones

Passive investments, including target date funds can keep 401(k) participants on track Research shows that the average equity fund investor earns below average returns. How […]

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