CalSavers: What You Need to Know

CalSavers: What You Need to Know

There’s long since been a coverage gap in the retirement industry, especially when it comes to small businesses.  In fact, according to LIMRA, only four in ten small businesses offer any type of retirement benefit to employees. As a result, too many Californians are...
Are You Getting A+ Value From Your 401(k) Fiduciary Advisor?

Are You Getting A+ Value From Your 401(k) Fiduciary Advisor?

You started a 401(k) plan for your business, but you’re continuously wracking your brain with the extra administrative work it requires. From running the program and choosing investments to keeping costs low and maximizing participation, the responsibilities on...
High turnover? Here’s how to fix it.

High turnover? Here’s how to fix it.

Do you believe that 401(k) plans are only for large businesses? Think again. Today’s top employees want more than just a good paycheck. Offering a retirement plan is a no-brainer for winning the talent war! After all, the days of retiring with a pension and...
2022 IRS Updates: 401(k), IRA, & COLA

2022 IRS Updates: 401(k), IRA, & COLA

The Internal Revenue Service announced that the amount individuals can contribute to their 401(k) plans in 2022 has increased to $20,500, up from $19,500 for 2021 and 2020. The IRS also distributed information regarding the cost‑of‑living adjustments affecting dollar...
Reduce 401(k) plan liability risk: 5 steps to take this year

Reduce 401(k) plan liability risk: 5 steps to take this year

Are you a Plan Sponsor who has just received your annual liability insurance renewals? You may have received some unpleasant surprises: Increased liability insurance premiums,Limits on liability coverage,More restrictions and exclusions,Higher risk-retention...