When Should You Retire Your Simple IRA?

When Should You Retire Your Simple IRA? In 1996 the Savings Incentive Match Plan for Employees (aka SIMPLE IRA) was introduced as an alternative to offering a 401(k) plan. Yet a lot has changed over the last 25+years – innovation, technology and fiduciary solutions have made offering alternative structures a viable option for small businesses.  […]

ERISA 404(c) Checklist

  Does your plan meet the requirements of ERISA Sec. 404(c)? Download the checklist now

Plan Suitability Quiz

  Practical and tactical actions for small business owners. Download the quiz now

Good Plan Design Leads to Financial Wellness

Facilitate Employee Financial Wellness with the Optimal Retirement Plan Design Employee financial wellness has become one of the favorite buzz phrases in the industry over the past decade; and the Covid-induced economic challenges of this past year are making it more of a necessity. Employer-sponsored retirement plans play a pivotal role in employee financial wellness […]

Help Improve Employees’ Retirement Outcomes

Why Now May Be the Time to Consider Reenrollment Today, people are living longer, with more time spent in retirement: Average U.S. life expectancy was 79 in 2015 – it will jump to 104 for those born today.1 However, many aren’t prepared. Two in five households approaching retirement have no retirement savings at all.2 For […]