Author Archives: Jerome.Pfeffer

Q3 2022 NEWSLETTER: OPTIMIZING SAVINGS STRATEGIES

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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

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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

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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

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

5 WAYS BUSINESS OWNERS CAN OPTIMIZE RETIREMENT SAVINGS

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Key strategies to help employers maximize savings and minimize taxes Continue reading

401(k) DISTRIBUTION OPTIONS

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The average American will change jobs 12 times. But what happens to their old 401(k) account? Here are 4 distribution options to consider when changing jobs or retiring. Continue reading

DON’T MISS OUT: SECURE ACT TAX CREDITS & 401(K) PLAN FEATURES

Posted on by Jerome.Pfeffer

The most comprehensive pension reform in 20 years, the SECURE Act, is a step forward to allow people greater access to retirement plans. Continue reading

Q2 2022 NEWSLETTER: CURRENT TRENDS + PROJECTIONS

Posted on by Jerome.Pfeffer

Over the last few years, employees’ mindsets have changed, shifting to wanting more than just a raise every year. Employees want a total rewards package that includes everything from a retirement plan to financial wellness and more work-life balance flexibility. … Continue reading

VIDEO: RETIREMENT SAVINGS AND INFLATION

Posted on by Jerome.Pfeffer

Employers can learn to adjust to the demands of inflation by working closely with retirement plan advisors. Here are a few good reasons to work with an advisor to understand inflation while still helping your employees prepare for retirement and … Continue reading

10 TOP TOTAL REWARDS TRENDS TO WATCH IN 2022

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There is no denying that the past couple of years have dramatically changed the workforce. COVID-19 changed what employees want in their benefits package while employers are changing with the times and considering new perks to remain competitive. Here are … Continue reading

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