Tag Archives: share class

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

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