Author Archives: Jerome.Pfeffer

2018 401(k) COMPLIANCE CALENDAR

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

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  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

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  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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FIDUCIARY RISK MANAGEMENT

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  Over the past decade workers have used litigation to challenge 401(k) fees, but the frequency of these lawsuits has picked up drastically since 2015.[1] The cases usually focus on excessive fees, poor plan designs, and alleged conflicts of interest.[2] … Continue reading

Aligning Company Goals with Effective Plan Design

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5 QUESTIONS EVERY 401(k) PLAN SPONSOR SHOULD BE ASKING

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  A huge responsibility rests on the shoulders of the members of a company’s retirement plan committee. With an influx of lawsuits, headline news, and changing regulations, it’s more pertinent than ever to be aware of what’s going on. We’ve … Continue reading

Financial Wellness Infographic

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Why Financial Wellness? Financial wellness could be a simple solution for reducing employee stress creating a more favorable work environment.

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