Author Archives: Jerome.Pfeffer

INFOGRAPHIC: HOW MUCH SHOULD I SAVE?

Posted on by Jerome.Pfeffer

If you have a company 401(k) plan, your plan participants defer a percentage of their paycheck to their 401(k). However, there are many different factors that go into how much they can actually contribute based on their personal finance goals. Ask them, … Continue reading

ITEMS YOUR ANNUAL RETIREMENT PLAN REVIEW MAY BE MISSING

Posted on by Jerome.Pfeffer

  As a plan sponsor, you are no stranger to the annual retirement plan review. And believe it or not, it is that time of year again! Although you may meet quarterly or semi-annually with your advisor, a yearly plan … Continue reading

INFOGRAPHIC: PLAN SPONSOR PLAN QUESTIONNAIRE

Posted on by Jerome.Pfeffer

Your annual retirement plan review has many different layers to it and presents the opportunity to evaluate the overall health of your plan. Utilize our free checklist to review key questions for fiduciary compliance, plan design, retirement readiness, fiduciary oversight, … Continue reading

MOTIVATING SAVINGS WITH FINANCIAL WELLNESS AND PLAN DESIGN

Posted on by Jerome.Pfeffer

  Resolution season is upon us. January through March are the peak motivation months.  That special time of the year when people are eager to make positive strides toward physical, financial, professional, or personal goals.  On average, 42% of Americans … Continue reading

2018 401(k) COMPLIANCE CALENDAR

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WHAT IS 401(K) BENCHMARKING AND WHY SHOULD YOU DO IT?

Posted on by Jerome.Pfeffer

  Simply stated, benchmarking is the process of reviewing and evaluating your company retirement plan. It involves taking a look at what you are offering your employees today and deciding if it’s appropriate or needs some updating. There are four … Continue reading

2018 CONTRIBUTION LIMITS

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WHAT IS AN INVESTMENT POLICY STATEMENT?

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THE IMPORTANCE OF AN INVESTMENT POLICY STATEMENT

Posted on by Jerome.Pfeffer

  As a retirement plan specialist, I find myself having regular conversations surrounding 401k regulations and procedures. Lately, many questions seem to be around best practices and 401(k) plan documents, so in this article I’d like to discuss your plan’s … Continue reading

Are your employees satisfied with their 401k plan?

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