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Join Us for Our Charity Golf & Games Fundraiser

Please join us for our 2019 Annual Charity Golf Fundraiser benefiting A Wider Circle and So Others Might Eat, two wonderful, local charities on Tuesday, September 24th! The event offers a fun day for everyone! The event offers a fun day for everyone! While we'll be having our annual golf tournament during the day, we'll be hosting a BBQ and happy hour in the clubhouse afterwards!

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Are Incentive-Based Programs Worth it?

Alex Assaley, AIF®

Alex Assaley, AIF®

Blog Post

Companies and organizations across America are constantly struggling with two major workplace challenges: attracting top talent, and then, retaining that talent. When an employee thinks about your benefits program, is he or she content, confused, disappointed, or simply unaware?

Regardless of industry or service, every HR department and Corporate Executive wants to keep their best current and future employees satisfied. In order to push employees to their fullest potentials, leaders in an organization should demonstrate they are making positive strides to better their employees’ lives, both inside and outside the office.

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What’s the Future of Student Loan Benefits in the Workplace?

Finding the right employees – and keeping them – is becoming increasingly difficult for employers. Unemployment numbers are low which means employees can be more selective in their job searches. Now, more than ever, you must have the right benefits packages in place in order to win in this competitive landscape. And to attract the best and brightest young talent, you have to get creative.

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6 Ways to Protect Yourself as a New Fiduciary

Okay, you have accepted the invitation to become a fiduciary for your company’s retirement plan. Now what? Here’s a simple rule to follow: As a plan fiduciary, you must always act in the best interest of the plan’s participants and their beneficiaries. No exceptions!

It’s normal to feel overwhelmed as you prepare for your first retirement plan committee meeting, so to help we have assembled a few best practices to help you get ready.

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Is Financial Wellness Making an Impact for Employees?

“Are my employees on track for their financial picture?”

It's a question we get asked all the time, and whether you're an employee at an organization, an HR  executive, or a Retirement Plan Committee member, everyone wants to know if financial wellness programs are worth all the “buzz”. In this short video, I give my thoughts on why meaningful financial wellness programs are so essential, and I also encourage anyone to check out our 2017 whitepaper, Beyond Retirement: An Examination of Financial Wellness for Employers. This report aims to provide a clearer picture of what an average working American's financial situation looks like and how organizations can create programs to help their employees reach goals throughout their career for today, tomorrow, and their long-term future. 

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