Blog

When most people think “retirement plan,” their brain immediately jumps to the headliners: 401(k)s, profit sharing, cash balance plans. Solid. Popular. Everywhere. But today, we’re heading off the main stage and into the retirement plan speakeasy—where the lesser-known, highly strategic plans hang out. These plans aren’t right for everyone… but for the right employer or...
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We put a few of our retirement plan experts in the hot seat with a mix of quick-hit questions — some about their work, some just for fun — to give you a clearer snapshot of the people behind the plans. From how they approach their roles to the little quirks that make them who...
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Across the country, state-sponsored retirement mandates are rolling out at an accelerating pace. While many business owners initially see these programs as a compliance requirement, we see something else entirely: a rare, built-in reason for employers to finally engage in retirement planning conversations. California offered an early look at what happens when a mandate (CalSavers)...
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Why Retirement Plan Fiduciaries Exist (a.k.a. The Origin Story) Let’s be honest: “fiduciary” is a big, intimidating word. It sounds like something you’d whisper dramatically in a courtroom scene or a spell Hermione Granger would cast to fix your 401(k). And yet, here it is-front and center in the retirement plan world, creating murky confusion...
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February is all about appreciation—and at EGPS, that starts with the people behind the plans. We caught up with a few of our retirement plan experts to talk about how they found their way into the industry, what they love most about their work, and a few fun facts you won’t find in a plan...
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When it comes to retirement plans, one size rarely fits all. Each business has unique goals, employee demographics, and financial realities. Additionally, when it comes to retirement plan design options, there’s a wide array of possibilities (or plenty of fish in the sea). Thankfully, business owners don’t have to swipe endlessly through plan options, because...
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