Jun 8, 20215 minMissing the 401(k) Plan Match401(k) Plan Match = Major Incentive One key plan design aspect of 401(k) plans and a significant draw for employees and employers alike...
Mar 2, 20181 minAmerica Saves Week – Save Your RefundTotal win for me today as a mom and a Retirement Plan Consultant. My 22-year-old son texted me today concerned about his tax refund. He...
Jun 15, 20172 minSpring Cleaning – Terminated Participants’ 401(k) AccountsSpring cleaning. Some look forward to it, others dread it. If we’re honest, the more thorough we are with our spring cleaning, the better...
Apr 20, 20173 minAre Your Old 401(k) Accounts Home Alone?Are you ever struck by the feeling you’ve forgotten something when you’re already out the door on the way to work? Maybe you left the...