Blog

If you’re located on the east or west coast, you might be familiar with the retirement plan experts we interview in this blog post. Meet Tali Vaughn and Laura Grassi, some of our amazing Regional Vice Presidents on our Sales Team. In our conversation below, these ladies talk about common mistakes and misconceptions they see...Read More

Don’t let the ship of generous perks sail without your clients on board  What is so safe about a “Safe Harbor” 401(k) plan? They’re among the most popular types of 401(k) plans with an employer match (an incentive given to those who actively participate) or nonelective (meaning the participant merely needs to meet eligibility requirements...Read More

Fun Fact: Did you know that two, possibly three, government agencies oversee employer-sponsored retirement plans?  Furthermore, multiple committees in both houses of congress get involved when drafting bills and legislation that impact retirement plans. Retirement plans are both a tax benefit and employee benefit, which means that the rule book continues to be written and...Read More

It’s easy to misunderstand the term “fiduciary” (after all, the word has five syllables). A quick Google search will tell you that a fiduciary is a person or organization that has been entrusted to act on the behalf of someone else and is legally bound to act in their best interest. What does that mean...Read More

Well friends, we have a special treat for you today. We’ve brought you the latest insights from some of our best and brightest retirement plan administrators. They answer some hard-hitting questions, including the most rewarding and challenging aspects of their job, advice they have for business owners, and more. Q: What is your role at...Read More