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Tuesday, September 11, 2018

Cybercrime can be like a natural disaster: no one can stop the hurricane, but preparedness is key to surviving its aftermath. Employers, employees, and service providers play an important role in protecting sensitive plan data. Check...


Tuesday, August 14, 2018

Your company’s retirement plan is a valuable benefit that can help you attract and retain the best and brightest talent. Unfortunately, that value is exactly what makes it a tantalizing target for cybercriminals. Security is No...


Tuesday, June 12, 2018

In this competitive labor market, a comprehensive and generous benefits package could help you to recruit and retain top talent. When was the last time your company match formula was evaluated? We use LPL Financial’s Plan Design...


Monday, May 21, 2018

Investing Corporate Tax Savings Clients have reached out to me recently after reading newspaper stories about large employers that have increased their 401(k) match because of the corporate tax cuts in the new tax-reform law. These...


Tuesday, April 10, 2018


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Tuesday, February 20, 2018

Being a part of your company's retirement plan committee is a big responsibility with some important rules and regs. We want to help you to create a repeatable process for your committee. Take a look at our short video that breaks down...


Tuesday, January 16, 2018

Shortfalls in participant outcomes can dash your employees’ retirement dreams—and end up costing your company a lot of money. If your employees don’t save enough for retirement, they’ll probably need to keep...


Monday, October 23, 2017

Have you benchmarked your recordkeeper lately? The recordkeeping marketplace’s rapidly changing dynamics can offer you a good opportunity to renegotiate your plan’s deal and get significant cost savings. Several changes...


Friday, August 4, 2017

”Harvesting requires different tools than planting." Imagine planting a fruit tree. For the first few years, all you can do is care for and nurture it; it won’t produce any fruit until it’s full-grown. Once those...


Sunday, May 7, 2017

Many financial wellness and debt management programs will tell you that the best way to manage debt is to stay out of it in the first place. Unfortunately, this pithy nugget of wisdom doesn’t help the 80% of Americans who are...


Wednesday, February 15, 2017

Companies of all sizes are always on the prowl for ways to improve productivity, attract and retain top talent, and increase employee engagement. Maybe the answer is simple:reduce stress with Financial Wellness. What is financial...


Tuesday, November 8, 2016

Getting employees on track to retire is a lot like herding kittens: everyone wants to go their own way, and it’s difficult to help lead them to where they need to go. Low participation, low deferral rates, and shortsighted...


Wednesday, August 24, 2016

AMERICA IS STRESSED | Stress is defined as a state of mental or emotional strain or tension resulting from adverse or very demanding circumstances. While some may thrive in stressful situations,...


Sunday, April 10, 2016

If your non-profit workplace has a 403(b) plan for employees, you may be asked to serve on the committee. In this post, we will explain the basics so you will have a better understanding of your responsibilities.


Monday, January 25, 2016

Many plan sponsors seem to be confused about their fiduciary responsibility. We created a quick video to help explain:


Tuesday, December 1, 2015

To assist your employees and prepare for a meaningful retirement, we offer four powerful ideas.


Friday, September 25, 2015

Learn how 3 steps can enhance your corporate sponsored plan. In our post, we will tell you how you can help your employees as they seek to grow big, strong, and lasting retirement plans.


Monday, August 24, 2015

How can sunlight boost your plan's growth? Read on as we shed some light on the topic.


Wednesday, July 22, 2015

Managing a retirement plan and growing a tree are similar feats. In our next few blog posts, we are going to symbolize how the preparation and education required for growing a tree is similar to getting participants ready for retirement.