Plan Sponsors
Bookmark this page and check back regularly to stay on top of the critical information you need about your employer-sponsored retirement plan and fiduciary responsibilities.
2024 Compliance Calendar
The 2024 Compliance Calendar is now available for download.
Beneficiary Designations
No beneficiary designation. Who gets the money?
SECURE Act 2.0
What you need to know for your retirement plan. SECURE 2.0 is follow-up legislation to [...]
A Plan Sponsor’s Guide to Retirement Plans
This pdf guide provides information about 401(k) plans for plan sponsors. Table of Contents: 401(k) [...]
2Q2025 Quarterly Insights
US markets pushed higher by 11% on the quarter, while international continues to outperform by [...]
1Q2025 Quarterly Insights
January is Financial Wellness Month – With the start of a new year and a [...]
4Q2024 Quarterly Insights
October is Financial Planning Month - The holiday season is approaching quickly, so it's the [...]
3Q2024 Quarterly Insights
July is Bank Account Bonus Month - Many employers encourage their employees to utilize direct [...]