Recent Articles for Plan Sponsors
August 22, 2017 | Pete the Planner
Have your recently added target date funds to your plan’s investment line-up? Here is a way to promote the usage of these funds to your employees.
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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.
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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.
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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.
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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.
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