Author Archives: Jerome.Pfeffer

A CFO’S GUIDE TO FINANCIAL WELLNESS

Posted on by Jerome.Pfeffer

When employees are financially stressed, they spend three or more hours a week – approximately 150 hours per year – worrying about personal finances or dealing with them at work.[1] A financial wellness program is a soft benefit, so if … Continue reading

NORMALIZE RETIREMENT SAVINGS

Posted on by Jerome.Pfeffer

Many American workers struggled financially before the COVID-19 pandemic. Therefore, it isn’t surprising that this crisis could greatly hinder their ability to reach their retirement income goals. Indeed, more than three-quarters of employees (77%) say they have been concerned about … Continue reading

5 REASONS TO RETHINK FINANCIAL WELLNESS

Posted on by Jerome.Pfeffer

Employees are worried about their finances. They worry about them in the evenings, on weekends and during working hours. Plus, with the increased stress caused by the pandemic, it’s no secret your workforce could use some help. More than meets … Continue reading

NEWS AND INFORMATION FOR EMPLOYERS Q2 2021

Posted on by Jerome.Pfeffer

We are excited to welcome Q2 with the theme of Financial Wellness! This quarter, we are going to touch on some important topics that impact your bottom line and the financial health of your employees. Jerome Pfeffer, CRC, AIF Managing … Continue reading

VIDEO: 4 ACTIONS TO HELP REDUCE RETIREMENT PLAN LITIGATION

Posted on by Jerome.Pfeffer

Your company retirement plan should be a valued benefit, not an open door for lawsuits! How can you reduce your fiduciary liability, protect yourself and your participants? Here are four straightforward actions to take to help reduce plan litigation.

THREE PILLARS OF WELLNESS

Posted on by Jerome.Pfeffer

As the seasons change, employees may need a check-up from their employers to make sure they are in good health! Wellness and self-care during the winter months are especially important. The mental, physical and financial wellness of your employees can … Continue reading

THE IMPORTANCE OF A RETIREMENT PLAN COMMITTEE & ANNUAL REVIEWS

Posted on by Jerome.Pfeffer

Retirement plans are complex and have many moving parts; as such, many plan sponsors create retirement plan committees to help keep them running smoothly. They may be called “investment” or “administrative” committees and can range in size.  Regardless of the … Continue reading

ANNUAL RETIREMENT PLAN CHECKLIST

Posted on by Jerome.Pfeffer

As a plan sponsor, you are responsible for keeping your plan in compliance with government regulations. One of the important areas of compliance involves the many documents that are part of plan administration. These documents must be in writing and … Continue reading

THINK GREEN: HAVE YOU CONSIDERED E-DISCLOSURES

Posted on by Jerome.Pfeffer

Anyone who has received stacks of mailed booklets, leaflets or other paper 401(k) disclosure materials might be cheering about the Department of Labor’s (DOL) recent rule that expands employer options for delivering retirement plan documents online.[1] The Electronic Disclosure Safe … Continue reading

ERISA UPDATE: 5 BIG CHANGES PLAN SPONSORS NEED TO KNOW

Posted on by Jerome.Pfeffer

If navigating a worldwide pandemic weren’t enough, the world of employee benefits continues to throw curve balls at employers and plan sponsors who must constantly keep up. Below are 5 big changes that retirement plan decision-makers should know about. 1. … Continue reading

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