In this E-Book you will learn about: 

 If you are responsible for overseeing your company's retirement plan, then you know that a key measurement of success is employee participation rates. Of course your plan's participation helps employees save as much as they can for retirement, but it also ties directly to passing nondiscrimination tests. You may think that you're doing everything the right way when it comes to your plan by providing a broad range of investment options, having a match in place, and being in compliance with agencies such as the DOL and IRS. These factors alone do not ensure your employees will enroll and save. This begs the question: What good is a retirement plan benefit if people aren't using it? If you're wondering why your numbers aren't where you'd like them to be, here are a few problem areas you may consider modifying.  

This time of year not only brings a new season, but also plenty of opportunities for us to get the latest about employer-sponsored retirement plans, employee benefits and much more. To stay current on industry trends and hot topics, two of our advisors, Alex Assaley and Daniel Haverkos recently attended two conferences: The Employee Benefit News Forum & Expo and the National Association of Plan Advisers DC Fly-In Forum. Both of these events offered up valuable information on all aspects of retirement plans and employee benefits: wearable health technology, tax reform, corporate wellness, new proposed rules on the fiduciary definition and much more.