The Retirement Income Gap Many American workers participate in company retirement plans, methodically contributing to their accounts over time to fund for life after work. Beyond benefiting from...

Maintaining a retirement plan for your employees is no easy task. At various points during the year, employers and HR departments field participant questions, help with enrollments, deliver notices...

The first quarter of the calendar year typically sees an uptick in the number of retirement plan distributions and participant loans. This year may be even busier than most, given the relief...

End of the Year Checklist  As the year-end approaches, our to-do lists can be lengthy. There are holidays to prepare for, employee performance reviews to complete, and, oh, wait, there is also the...

There has been much upheaval in the retirement world as of late and it centers around the new fiduciary rule. The New Fiduciary Rule means that many investment professionals that weren't previously...

Retirement Plan Maintenance Whether it’s your car, your air conditioning or your own health, virtually everything you depend on in life needs a periodic assessment. What’s working, what needs...

How much of your life happens online—75 percent? 90? With cell phones in our pockets and tablets next to our beds, we’re all leading electronic lives, with the expectation that when we want or need...

Every plan sponsor has a fiduciary responsibility to account for all funds in a retirement plan—including uncashed distribution checks. Do you know what your responsibilities are when a check goes...