Uncategorized | Investment Solutions Group

Category Archives: Uncategorized

HOW TO PREPARE FOR A 401(K) AUDIT

Posted on by Jerome.Pfeffer

If the term ”audit” makes you uncomfortable, anxious or even scared, you are not alone. Last year, the Department of Labor (DOL) closed 1,122 civil investigations with 754 (67%), resulting in fees, repayments or corrective actions.[1] The agency collected over … Continue reading

Q1 2022 NEWSLETTER: FIDUCIARY PLAN GOVERNANCE EDITION

Posted on by Jerome.Pfeffer

The workforce is changing as we know it, and efforts like DEI, sustainable ESG investing and proactive preparation for DOL audits can help employers like you keep up with this transformative period. As you look for new ways to refresh … Continue reading

VIDEO: GET TO KNOW YOUR RETIREMENT PLAN COMMITTEE

Posted on by Jerome.Pfeffer

If you think you’re alone in managing your 401(k) plan, think again! A Retirement Plan Committee is a dedicated group that manages investment options, oversees retirement plan administration and provides fiduciary oversight and accountability. In this two-minute video, learn who … Continue reading

LIVE YOUR BEST LIFE NOW AND IN RETIREMENT

Posted on by Jerome.Pfeffer

Americans are living longer than ever before. Life expectancy is now at 79 years old, and many employees will need to save enough to live 17+ years in retirement.1 How financially prepared are your employees to enter into this next stage … Continue reading

2022 CONTRIBUTION LIMITS

Posted on by Jerome.Pfeffer

The new Retirement Plan Contribution Limits are official! The following limits are going up for 2022: Maximum contributions for 401(k), 403(b) and 457 increases to $20,500 The annual additions limit for defined contribution plans increases to $61,000 The annual compensation … Continue reading

WHO’S ON YOUR RETIREMENT PLAN COMMITTEE?

Posted on by Jerome.Pfeffer

Retirement plan committees are super important; they set the direction and priorities of the company’s retirement plan. These actions (or inactions) can have a huge impact on how successful employees are at preparing for retirement. For some plan sponsors, overseeing … Continue reading

YEAR END WRAP-UP: EVALUATING THE EFFECTIVENESS OF YOUR RETIREMENT PLAN

Posted on by Jerome.Pfeffer

With Cycle 3 deadlines fast approaching, now is a great time to review your retirement plan. Measuring your retirement plan’s data provides key information to help increase its competitiveness, which can be extremely helpful in today’s labor market. Benchmarking is … Continue reading

THE TALE OF TWO ECONOMIES: PROMOTING WORKPLACE BENEFITS IN A K-SHAPED ECONOMY

Posted on by Jerome.Pfeffer

More than a year into the COVID-19 pandemic, there are signs of recovery in the U.S. Millions of vaccines have been administered, businesses and offices are reopening and life is starting to look more like it did pre-pandemic.  All this … Continue reading

YOU CAN’T TALK ABOUT THAT AT WORK: TACKLING FINANCIAL FAQS

Posted on by Jerome.Pfeffer

Talking about money is tricky, especially at work. While it may seem too personal for work and easier to avoid the conversation, the effects can have a lasting effect on a company. More and more forward-thinking employers are starting to … Continue reading

Q4 2021 NEWSLETTER: STRATEGIC THINKING EDITION

Posted on by Jerome.Pfeffer

As we begin to say goodbye to 2021, let’s look forward to the new year by addressing employee financial habits after COVID, how a K-shape economy is impacting your workplace and how your retirement plan committee plays an important role … Continue reading

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