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Content Library

Navigating Common Pitfalls: A Guide to Fiduciary Responsibility in Managing Your Company’s 401(k) Plan

As a firm specializing in managing retirement plans for 90+ companies, we recognize the numerous challenges that can impact your business and expose it to potential liabilities. In this brief commentary, we address the critical topic of fiduciary responsibility and highlight common oversights made by plan sponsors. Understanding and rectifying these issues is essential for the effective management of your 401(k) plan and the financial security of your employees.

Navigate 401(K) Management Like a Pro With Our New ‘401(K)ompass’ Video Series

Introducing 401(k)ompass, our new video series! Each video is structured for 2 minutes or less and will provide practical information to help you manage your company’s 401(k) plan. Join host Andrew Blankenship in our pilot episode as he walks you through some common pitfalls retirement plan sponsors can overlook. Stay tuned for more expert insights and practical tips to optimize your 401(k) plan management.

Surging Credit Card Debt: Strategies for Plan Sponsors to Help Bolster Retirement Readiness

With U.S. credit card debt recently soaring to a record high of $1.08 trillion, retirement plan sponsors face a pivotal moment. This staggering amount, a $48 billion escalation since the second quarter and a $154 billion increase year-over-year, is a cautionary signal for Americans’ financial stability.

Strategies for Maximizing Workplace Retirement Benefits

Considering that more than 40% of employers now match employee contributions to retirement plans, taking advantage of this opportunity is crucial for improving your financial security. Even if your employer’s contribution is modest, neglecting to participate means leaving money on the table. Before enrolling in your company’s retirement plan, it’s essential to understand how to optimize its benefits.

7 Tips to Prepare You for Retirement

A secure and happy retirement requires careful planning and is a well-constructed process. Starting now will give you plenty of time to make the strategic changes and improvements that will bring your retirement goals closer to reality. Here are seven things you should know to strengthen your retirement strategy.

The Gen X Savings Crisis: How Plan Sponsors Can Help

According to a December 2023 survey from Schroder’s, nearly half of non- retired Gen Xers, those born between 1965 and 1980, have not done any retirement planning whatsoever. So how can employers help Gen X workers save?