Author Archives: Jerome.Pfeffer

PARTICIPANT GUIDE: 7 STEPS TO ORGANIZE YOUR FINANCIAL LIFE

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Your workforce is full of employees with different financial goals; however, the one common denominator is they want to always achieve financial health! In our recent participant guide, we have outlined 7 steps to help your employees organize their financial … Continue reading

VIDEO: WHAT ARE MEPS AND SHOULD YOU CONSIDER ONE?

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A Multiple Employer Plan (MEP) is a qualified retirement plan for two or more employers who are not related. It can be particularly appealing to smaller businesses for a number of reasons. MEPs can be easier and may be cost … Continue reading

LAWSUITS OVER THE YEARS AND WHAT IT MEANS FOR PLAN SPONSORS

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Formation of Lawsuit Trends The barrage of excessive fee lawsuits filed in 2006 started a trend that continues to this day. At first, plan sponsors saw early signs of success in getting cases dismissed. However, this changed after a few … Continue reading

PLAN SPONSOR GUIDE: 4 REASONS TO BENCHMARK YOUR RETIREMENT PLAN

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An old saying goes, “You get what you pay for.” But as a consumer, how do you know if you’re getting the best value for your dollar unless you shop around and compare costs? Benchmarking is the process of comparing … Continue reading

OUR 401(K) INVESTMENTS ARE ON THE WATCHLIST. NOW WHAT?

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Approach, review, document, and decide As a member of your company’s retirement plan committee, if you have recently been informed that one or more of your company’s retirement plan investments are on the Watch List, don’t panic. This is an … Continue reading

AUTOMATIC FEATURES TO BOOST PARTICIPATION AND SAVINGS RATES

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The use of auto features in 401(k) plans has continued to climb in popularity over the past decade. In fact, auto features such as automatic enrollment and auto escalation are considered best practices in 401(k) plan design as ways to … Continue reading

Q3 2019 NEWS AND INFORMATION FOR EMPLOYERS

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As we close the first half of 2019, we urge plan sponsors to spend a bit of time reflecting on Measurement and Strategic Planning for your retirement plans. Before you know it, you will be sending annual notices and making … Continue reading

VIDEO: 5 PLAN DESIGN FEATURES FOR RETIREMENT READINESS

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Successful financial wellness programs help employees feel in control and on track in their financial lives – and that includes planning for retirement. We’ve outlined five quick ways to help your employees work toward financial wellness when savings for their … Continue reading

PARTICIPANT GUIDE: YOUR PAST, PRESENT, AND FUTURE TO FINANCIAL WELLNESS

Posted on by Jerome.Pfeffer

Did you know that 53% of full-time employed American adults felt stressed dealing with their personal financial situations over the past few years?[1] Financial wellness programs can be beneficial to financially-stressed employees, but there are many stages to financial wellness! … Continue reading

HOW TO THINK ABOUT FINANCIAL WELLNESS PROGRAM ROI

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If you want to sell your C-suite on paying for an employee financial wellness program, you’ll probably hear this question from your CFO: What’s the ROI? It’s natural for a chief financial officer to ask about the return on investment … Continue reading

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