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Category Archives: Infographic

HOUSEHOLD BUDGETING WORKSHEET

Posted on by Jerome.Pfeffer

It is normal for working Americans to experience some form of financial hardship. When employees have proper financial wellness education, they can develop the mindset to see the long-term impact of their savings decisions. It all starts with something as … Continue reading

INFOGRAPHIC: MAKING THE MOST OF YOUR EMPLOYER MATCH

Posted on by Jerome.Pfeffer

More than 1 in 5 employees do not contribute enough to their 401(k) to receive your full employer match.[1]  Your employees might not fully understand how to take full advantage of it or what they are missing out on… Download … Continue reading

INFOGRAPHIC: THE COST OF FINANCIAL STRESS

Posted on by Jerome.Pfeffer

Many financially stressed employees confess to spending 3+ hours of their work week distracted by personal finances[1], that’s 156 hours per year. This means you could be losing up to $5,260 per employee![2] So, what can employers do? Here are three … Continue reading

INFOGRAPHIC: HARNESSING THE POWER OF COMPOUND INTEREST

Posted on by Jerome.Pfeffer

As an employer that sponsors a 401(k) plan, encouraging your participants to make small changes in their spending habits can help them harness the power of compound interest! Download and save our infographic to service your participants by giving them … Continue reading

INFOGRAPHIC: MANAGING YOUR FIDUCIARY DUTY

Posted on by Jerome.Pfeffer

Keeping proper documentation is a good way for plan sponsors and fiduciaries to show compliance with applicable laws and regulations. If the Department of Labor (DOL) or Internal Revenue Service (IRS) knocks on your door, there are certain documents that … Continue reading

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

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

2018 CONTRIBUTION LIMITS

Posted on by Jerome.Pfeffer

Download your Print Friendly Copy NOW

WHAT IS AN INVESTMENT POLICY STATEMENT?

Posted on by Jerome.Pfeffer

Are your employees satisfied with their 401k plan?

Posted on by Jerome.Pfeffer

 

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