Competition is heating up in the small business 401(k) market

April 21, 2017 by Healy Jones

For years, the various competitors serving the 401(k) market focused on the big fish. Their business models were best suited for large retirement plans where […]

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401(k) Leakage

April 19, 2017 by Healy Jones

A good advisor can help plug 401(k) leaks A 401(k) is a great way for you and your employees to stay on the road to […]

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Three things to watch for even when the fiduciary rule becomes effective

April 14, 2017 by Healy Jones

As of the date of this blog post it’s unclear if the Department of Labor’s fiduciary rule will go into effect. The rule is designed […]

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The 401(k) Expense Ratio

April 7, 2017 by Healy Jones

What it is, why it matters. So your company’s 401 k plan is doing well… You and your employees are setting aside money for a […]

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401(K) Compliance Testing

April 5, 2017 by Wil Curiel

“Testing” – even for those years out of school, the mere mention of the word can trigger a twinge of anxiety. While days of filling […]

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active passive management

Active management vs. passive asset management in 401(k) accounts

March 21, 2017 by Healy Jones

Can portfolio managers add value through active security selection? Recent research suggests no, active management is unlikely to produce returns that beat passive index investing. […]

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401k fun facts

401(k) fun facts

March 15, 2017 by Healy Jones

One of our clients recently asked us for some “fun facts” about the 401(k) that he could share in his company’s employee newsletter. We thought […]

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new cfo

Five things every new CFO should know about the 401(k) plan

March 13, 2017 by Healy Jones

There’s a new sheriff in town and that badge on your chest means you’ll be busy. As the new CFO you may have a dozen […]

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Profit sharing plans offer tax deferred savings

March 8, 2017 by Healy Jones

When it comes to saving for retirement, both employees and employers are likely to be familiar with 401(k) plans. However, profit sharing plans are another […]

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Increasing Employee 401(k) Contributions

March 2, 2017 by Healy Jones

Beef up contributions for a winning 401(k) plan It’s no secret that many Americans are not saving enough for retirement, even if their company offers […]

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