12 Reasons NOT to Roll Over a 401(k) to an IRA
American workers often change jobs and must decide what to do with their 401k balances at their prior…
Top HSA Story of 2018: HSA Contributions Should Come First
HSAs are triple tax-free With healthcare open enrollment season approaching, individuals electing a high-deductible health plan will soon…
How to Tame the Biggest Threat to a Secure Retirement
Recently, Barron’s published a comprehensive history of 401k plans titled “The 401(k) Is Turning 40. We Looked at…
What The SEC’s Proposed Rule Means For 401k Plan Sponsors
Anyone who hoped the Securities and Exchange Commission (SEC) might do the right thing and issue a uniform…
7 Signs of a Successful 401k Plan
Have your plan sponsor clients designed a successful 401k for their participants? A small number of factors can…
3 Strategies to Address 401(k) Employee Education
Many experts don’t believe that 401(k) employee education works. The challenges of educating adults, who may not be…
3 Critical Areas of 401(k) Best Practices
Having worked as a 401(k) plan consultant and investment advisor for more than 30 years, I have seen…
How to Craft the Best 401k Investment Menu
Do your 401k plan-sponsor clients offer participants way too many investment options? Do you wonder how these investment…
Five 401(k) Decision-Making and Documentation Best Practices
Are your clients following a prudent decision-making process in their 401(k) plan? Do they always put the interests of plan…
11 Retirement Plan Trends Happening Now
The economy is showing plenty of strength as we begin 2018. GDP is stronger than it’s been during…