Addie


What Does it Really Take to Retire?

As a plan sponsor, your employees rely heavily on your guidance; after all, you manage the plan that may offer their best shot at a successful retirement. When the 401(k) plan was introduced in the mid-80s, it was not intended as a standalone solution. However, as time evolved, defined contribution […]


Evaluating & Creating a Prudent Fiduciary Process

Believe it or not, an efficient retirement plan committee does not happen by chance. The “best practices” your committee upholds form the foundation for a prudent process creating an opportunity for employees to pursue their retirement goals. Companies of any size can benefit from a consistent process and should consider […]


Customizing Plan Design

NO “ONE-SIZE-FITS-ALL” PLAN Retirement plans come in all shapes and sizes: DC Plans, DB Plans, Non-Qual, 401(k), 403(b), 401(a), 457, SEP IRA, Simple IRA, Roth IRA, Cash Balance, HSA… and any other number letter combinations that you can think of. The simple truth is that there is no one-size-fits-all version […]


Financial Stress: Infographic

  [1] American Psychological Association. “Stress in America: Paying with Our Health.” (2015): Pg 2. APA. April 2015 [2] PricewaterhouseCoopers LLP. “Employee Financial Wellness Survey” (2016): PWC. April 2016 [3] Trading Economics. “United States Average Hourly Wages. 1964-2016.” October 2016 [4] Bureau of Labor Statistics, U.S. Department of Labor. “Number of paid sick leaves […]


Benchmarking Your Company’s Financial Wellness Program

Financial wellness is more than just a buzzword or a “feel-good” benefit: when effectively implemented, it can be a powerful tool to help employees take control of their financial lives and help your company reach organizational goals. This article will share insights on program partners and workplace benefits, as well […]