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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Does your 401(k) need robo-advice?

February 24, 2017 by Shin Inoue

In our opinion, probably not. As a team of 401(k) and HR software veterans, we believe that there are vastly more important problems to be […]

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ForUsAll Client Interview

February 21, 2017 by Healy Jones

The Fort Myers edition of Florida Weekly recently interviewed ForUsAll client, DAS Health. We love this article and interview, as they hit on the employee […]

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TDFs-401k

Target Date Funds (TDFs) and 401(k)s

February 17, 2017 by Healy Jones

Target Date Funds right on target for most investors Offering a 401(k) plan is the first step toward helping your employees prepare for a financially […]

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Common 401(k) plan administration data-quality errors

February 15, 2017 by Healy Jones

Having worked with over 200 plans, including a large number of plans that were conversion plans (plans that already exist where we take over as […]

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