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Category Archives: Uncategorized

7 EMPLOYER CONSIDERATIONS FOR A REWARDING WORKPLACE RETIREMENT PLAN

Posted on by Jerome.Pfeffer

Do you want to get the most out of your retirement plan? A plan should benefit both the employer and employees. It’s important to review your plan regularly to learn if more efficient plan design options available. Here are 7 … Continue reading

BUILD A 401(K) DREAM TEAM WITH THE POWER OF PARTNERSHIP

Posted on by Jerome.Pfeffer

Leverage service providers to help your 401(k) plan run more smoothly. As a retirement plan sponsor, you are a valuable member of a team that includes your recordkeeper, third party administrator (TPA), financial wellness provider and retirement plan advisor. Each … Continue reading

2023 CONTRIBUTION LIMITS

Posted on by Jerome.Pfeffer

The new Retirement Plan Contribution Limits are official! The following limits are going up for 2023: Maximum contributions for 401(k), 403(b) and 457 increases to $22,500 The annual additions limit for defined contribution plans increases to $66,000 The annual compensation … Continue reading

4 SIMPLE STEPS TO UNDERSTAND THE TRANSITION TO A NEW 401(K) RECORDKEEPER

Posted on by Jerome.Pfeffer

Learn what to expect when changing recordkeepers to avoid unpleasant surprises. Change can be exciting but is sometimes stressful. However, transitioning to a new 401(k) recordkeeper shouldn’t be a taxing experience. In this article, we’re going to talk step-by-step through … Continue reading

8 CREDIT BUILDING TIPS FOR THE MODERN AMERICAN

Posted on by Jerome.Pfeffer

Credit is your financial reputation. It shows financial organizations how reliable you are when re-paying money or following through with terms of a contract.  The quality of your credit can impact: Housing affordability Loan qualification Interest rates Credit card qualification … Continue reading

5 FINANCIAL WELLNESS TIPS YOUR EMPLOYEES WILL THANK YOU FOR

Posted on by Jerome.Pfeffer

A financial wellness program can be an extremely valuable benefit, learn how it can help employees reduce stress while improving workplace productivity Financial wellness programs are becoming an important benefit for companies of all sizes. In 2021, almost half (46%) … Continue reading

Q3 2022 NEWSLETTER: OPTIMIZING SAVINGS STRATEGIES

Posted on by Jerome.Pfeffer

Key strategies to help employers maximize savings, minimize taxes and apply innovative approaches for financial wellness. Continue reading

VIDEO: ADVANTAGES OF RETIREMENT PLAN AUTO FEATURES

Posted on by Jerome.Pfeffer

With certain 401(k) automatic features turned on, you can allow your employees to save more while lightening your administrative workload. Continue reading

3 TIPS TO BUILD AND RUN A SUCCESSFUL RETIREMENT PLAN COMMITTEE

Posted on by Jerome.Pfeffer

Running a retirement committee doesn’t have to be difficult. Follow these 3 informative tips to help make your team more successful! Continue reading

3 FRESH IDEAS TO HELP BOOST YOUR EMPLOYEES’ RETIREMENT SAVINGS

Posted on by Jerome.Pfeffer

Innovative and creative approaches to help your company stand out while improving workers’ financial well-being Continue reading

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