Broker Check

Blog

Tuesday, August 4, 2020

A good total rewards program helps you attract and retain the best possible talent for your organization. Add a great workplace culture and environment and you could be on your way to becoming an employer of choice among job-seekers....

Tuesday, June 30, 2020

If your employees are drowning in debt, they could be looking to you, the employer, to throw them a lifeline! Luckily, there are a few ways to help your employees pay down debt so they can save a little bit more. How can you help?...

Tuesday, June 9, 2020

In today’s economy, Americans are worried about their finances, and it spills over into every aspect of their lives, even their work. Let’s look at this for a minute and you’ll see why having a financial wellness...

Tuesday, May 19, 2020

If you think financial wellness programs are a fad, think again. The industry consensus is that financial wellness not only produces results for employees, but it positively influences company bottom lines. That’s good news for a...

Wednesday, April 15, 2020

Employee financial stress is a hot topic. So much so, that nearly 60% of employees cite finances as their primary stressor. [1] Their financial worries surpass other top stressors, and it’s impacting their job performance....

Show All

Tuesday, March 10, 2020

Scan the business news and you will likely find an article detailing the latest 401(k) litigation against a company accused of a fiduciary breach. The litigious trend started with corporate behemoths but has been trickling down to...

Tuesday, March 3, 2020

Hot breath, fear, sweaty palms - You’ve received a request from the Department of Labor (“DOL”) to provide documents about your retirement plan. You are being investigated. Your first thought may be, how did this happen?

Thursday, February 20, 2020

When it comes to compliance, process and documentation are crucial. Be sure to locate and read your plan document, and make sure you are following it! DOL audits can be stressful, complicated and expensive! The best way to handle one...

Tuesday, February 18, 2020

Offering a competitive benefits package, including a top-notch 401(k) plan, is essential for your company to recruit and retain top talent. Today’s workers highly value employer-sponsored retirement plans: 88% of them say that an...

Wednesday, December 4, 2019

Our firm was founded on the principles of integrity, professionalism and exceptional client service. We are also deeply committed to continuous improvement. Our dedication to doing what is best for you, our clients, prompted us to...

Friday, November 8, 2019

A growing number of employers have recognized that a combination of HSAs and 401(k) plans may improve both the company’s overall benefits program and employee well-being. However, too many employers and their employees are...