Posts by Healy Jones

Law firm 401k

Better 401(k)s for Law Firms: Ways For Lawyers To Optimize Their Plan

November 16, 2017 by Healy Jones

Attorneys may not think of themselves as running a small business, but even law firms with 50 or 100 attorneys and support staff have much […]

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401(k) Plan Reviews: Has Your 401(k) Had Its Annual Check-Up?

November 3, 2017 by Healy Jones

At least once each year retirement plan sponsors should meet with their 401(k) plan investment advisor and review the plan’s health. In these 401(k) reviews, […]

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401(k) Enrollment: How To Get More Employees Saving

October 24, 2017 by Healy Jones

More 401(k) plan sponsors are trying new ways to motivate employees to enroll in the company’s 401(k) and save for retirement. According to Deloitte’s recent […]

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Richard Thaler 401k Nudge

Use 401(k) features to nudge employees toward a successful retirement

October 19, 2017 by Healy Jones

Retirement savers can give a well-deserved round of applause to Richard Thaler. The University of Chicago professor was recently awarded the Nobel Prize in Economics […]

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401(k) brokerage window

Think A 401(k) Brokerage Window Can Eliminate Your Fiduciary Responsibilities? Think Again.

October 5, 2017 by Healy Jones

Is a brokerage window, also known as a self-directed option or account, a smart option for your company’s 401(k) plan? These days, there are some […]

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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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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 You Should 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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