Tag Archives: financial advisors

INFOGRAPHIC: HOW MUCH SHOULD I SAVE?

Posted on by Jerome.Pfeffer

If you have a┬ácompany 401(k) plan, your plan participants┬ádefer 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

Are your employees satisfied with their 401k plan?

Posted on by Jerome.Pfeffer