Author Archives: Jerome.Pfeffer

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

Posted on by Jerome.Pfeffer

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

PLAN SPONSOR GUIDE: 90-10-90 RULE

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If you, your plan or your participants suffer from poor participation, low deferral rates or shortsighted investment decisions, you would not be alone. These are three major obstacles that sponsors need to overcome to produce better participant outcomes.  The 90-10-90 … Continue reading

SHOULD YOU INCLUDE ESG FUNDS? MAYBE, MAYBE NOT.

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ESG, or environmental, social and governance funds, can be appealing to many investors, including millennials. These funds may be viewed as a proactive way to encourage reluctant and under-prepared millennials to save for retirement.  But is it a good idea … Continue reading

IS IT TIME TO CONSIDER NEW PLAN DESIGN?

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You may have heard about a “cash balance plan” and wondered whether it would be something advantageous for your business.  A cash balance plan operates differently from other types of traditional retirement plans in that it combines features of both … Continue reading

Q2 2019 LIFT RETIREMENT

Posted on by Jerome.Pfeffer

Financial wellness has many components that can affect and benefit your workplace. This quarter, our newsletter highlights three engaging topics with insights on the many ways you can incorporate financial wellness into your workplace with the goal of improving retirement … Continue reading

VIDEO: WHAT’S IN YOUR FIDUCIARY FILE?

Posted on by Jerome.Pfeffer

Ever wonder what documents should be in your retirement plan committee fiduciary file? If the Department of Labor were to ever knock on your door, we want you to be prepared! Applying the essential requirements and best practice ideas on … Continue reading

PARTICIPANT GUIDE: THE POWER OF 1%

Posted on by Jerome.Pfeffer

Do you know how much your 401(k) participants should save per year? Participants needs guidance when it comes to preparing for retirement, and they often look to their employers, HR department, and company retirement plan committee for direction – that … Continue reading

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