Recent Articles for Plan Sponsors
August 16, 2017 | Financial Wellness
Help your employees think about their retirement goals and the necessary steps they need to take to achieve those goals.
August 7, 2017 | Retirement Education
Peter Dunn, aka “Pete the Planner” demonstrates several reasons why it is important for your employees to participate in the company’s retirement plan.
July 31, 2017 | Research
Your employees may not know that they have a silent but powerful ally on their retirement preparation journey through the effects of compounding.
Learn how 403(b) Safe Harbor plan design may encourage plan participation and satisfy testing.
June 7, 2017 | For Your Business
One method of satisfying the actual contribution percentage (ACP) test is to adopt a safe harbor plan design. A safe harbor 403(b) is a specific type of 403(b) retirement plan designed to encourage employee contributions and participation.
Depending on the type of organization and structure, different rules may apply.
May 12, 2017 | For Your Business
Generally, 457 plans are non-qualified, tax-advantaged, deferred compensation retirement plans offered only by governmental and certain tax-exempt organizations.In a 457 plan, employees may have the opportunity to prepare for retirement by making elective deferrals while allowing employers to contribute to the plan on their behalf.