We’re entering 401(k) season. Are you prepared?

We’re entering 401(k) season. Are you prepared?

More companies will change their 401(k) providers/platforms between Labor Day and Thanksgiving than at all other times of the year.  Why?  Virtually none of your employees (participants) has made money in 2022 in their 401(k) and some are down up to 40%. Has your...
When Switching 401(k) Providers Makes Sense

When Switching 401(k) Providers Makes Sense

We’ll do the heavy lifting. You provide the info. Let’s say you haven’t been satisfied with your company’s retirement plan, and it’s time to switch 401(k) providers. Perhaps your employees aren’t receiving any educational support and participation is...