Tag Archives: retirement

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

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?

Posted on by Jerome.Pfeffer

 

FIDUCIARY RISK MANAGEMENT

Posted on by Jerome.Pfeffer

  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

Posted on by Jerome.Pfeffer

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

Posted on by Jerome.Pfeffer

  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

Reasons to Offer a Financial Wellness Program

Posted on by Jerome.Pfeffer

Why Financial Wellness? Could financial wellness be the answer? Companies of all sizes are constantly searching for  ways to increase employee engagement, improve productivity, build and/or retain a quality team, and enhance benefit programs. Financial wellness could be a simple … Continue reading

403(b) Plan Costs

Posted on by Jerome.Pfeffer