Blog

Depending on your age, Step by Step by New Kids on the Block might be stuck in your head right now. Or maybe your mind went to the 90s sitcom on ABC. Our mind went where it always is: retirement. Helping Americans save, step by step, and finding the best solutions for participants and business...Read More

The case of the real estate broker and lasting success with a cash balance plan Plan Sponsor Scenario The owner of a family real estate business was nervous to set up a cash balance plan due to the high, consistent profit patterns required and fear of the future unknowns. He was unsure about the large...Read More

Making tedious retirement tasks vanish with 3(16) fiduciary services For some reason, the circus has always freaked me out. Maybe it’s the wide variety of spooky movies featuring circus characters. Maybe it’s my fear of heights (please don’t die, tight-rope walker) or how hot and stuffy the circus tents always felt to me. And don’t...Read More

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