by Jason Kley | Apr 18, 2024 | Plan Participants, Plan Sponsors
Financial Literacy Month is a time dedicated to celebrating achievements in and promoting the importance of financial literacy, along with highlighting the need for effective financial education. Sometimes referred to as Financial Capability Month, the movement... 
by Cami Peterson | Aug 11, 2022 | Plan Sponsors
For more than two years we’ve experienced a range of economic emotions, many of them familiar but with new-to-us inputs that cause us to pause and wonder, “Maybe this time, the outcome will be different.” As disciplined investors, managing our emotions will always be... 
by Cami Peterson | Nov 17, 2021 | Plan Sponsors
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,... 
by Cami Peterson | Oct 19, 2021 | Plan Sponsors
For the millions of business owners that offer a workplace retirement plan, the COVID-19 pandemic created many financial difficulties. However, as the economic climate improves, there is an opportunity for employers to refresh their company’s retirement plan. With an... 
by Cami Peterson | Jul 30, 2021 | Plan Participants, Plan Sponsors
The U.S. Department of Labor (DOL) recently released new guidance on best practices for maintaining cybersecurity. The documents, titled Online Security Tips and Tips for Hiring a Service Provider with Strong Cybersecurity Practices, include information on how to... 
by Cami Peterson | Apr 29, 2021 | Plan Sponsors
The global pandemic has had a staggering effect on the economic lives of millions, driving them to actions that could have long-lasting effects on their retirement savings. Facing unprecedented strain caused by the COVID-19 crisis, individuals who lack adequate...