Featured (3)

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. This is especially true as we go through the Great Resignation when 4.2 million Americans quit their jobs back in October. When an employee thinks about your benefits program, are they 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 workplace.

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Are Password Managers the Key to Online Security?

Passwords can be just as annoying as they are necessary, and most of us are probably all too familiar with the never-ending "forgot password, reset password, forget new password, repeat process" saga. Leveraging a password manager will not only keep your information secure, but also make it easier to keep track of the sheer number of passwords you need these days. With these benefits in mind, everyone should consider using a password manager to keep his or her online information protected and secure.

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The SECURE Act 2.0: What Does It Mean for Your Company’s Retirement Plan?

Alp Atabek, AIF®

Alp Atabek, AIF®

Blog Post

AdobeStock_241000974-1Early last year, Congress passed significant changes to retirement savings law that affected many in 2020 and will continue to affect many of us now in and in the future. This new law, the Setting Every Community Up for Retirement Enhancement (SECURE) Act, was part of the massive government spending bill that was approved by Congress on December 19, 2019, and signed into law on December 20, 2019. This bill extensively reshaped the realm of employer-sponsored retirement plans for both employers and employees and enacted the biggest changes to the U.S. retirement system since 2006.

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IRS Updates 2021 Pension Plan Limits

Alex Assaley, AIF®

Alex Assaley, AIF®

Blog Post

Effective January 1, 2021 the IRS announced the 2021 Pension Plan Limitations. These changes will take effect in the upcoming tax year for retirement plans. 

Check out our infographic that details all the changes you'll want to be aware of in the upcoming year when it comes to your role managing an employer-sponsored retirement plan. 

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The SECURE Act: What Does It Mean for Your Company’s Retirement Plan?

Alex Assaley, AIF®

Alex Assaley, AIF®

Blog Post

Before dispersing for its winter break, Congress passed significant changes to retirement savings law that will affect many of us now and all of us in the future. This new law, the Setting Every Community Up for Retirement Enhancement (SECURE) Act, is part of the massive government spending bill that was approved by Congress on December 19 and signed into law by President Trump on December 20, 2019. This bill extensively reshapes the realm of employer-sponsored retirement plans for both employers and employees and enacts the biggest changes to the U.S. retirement system since 2006.

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VIDEO: What Does ESG Investing Mean?

Alex Assaley, AIF®

Alex Assaley, AIF®

Blog Post

Have you heard of, or considered, socially responsible – or, what the industry now calls ESG, investments? These investment vehicles have been gaining a lot of traction this year for focus on sustainable, socially conscious, "green" and/or ethical screens for the companies they own in their portfolio (i.e. mutual fund or ETF) and also for their ability to point of potential financial risks that can't be identified by typical quarterly results. They seek to consider both financial return and specific environmental, governance, and social metrics to help investments do well by “doing good.” In this video, I sat down with Clarice Avery of Natixis Invest Managers. We talked about all the things you should know when considering an ESG investment for your investment line-up. You can learn more at Natixis’ site and ESG101.

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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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