Blog


Understanding Corrective Distributions

Money Back is Good, Right? Refunds can be great if you are referring to tax returns, or money back from an unsatisfied purchase. However, when it comes to your company’s retirement plan, refunds or corrective distributions are red flags indicating a deeper problem. They can be an administrative nightmare for […]


Your Mid-year 401(k) Plan Check-up and Tune-up

Your Mid-year 401(k) Plan Check-up and Tune-up As we round the corner to 2018, I can’t help but wonder, where did the year go? It feels like January and New Year’s resolutions were just yesterday.  Alas, those days have come and gone, and the “next” New Year is only a […]


Plan Cost Analysis

Retirement plans aren’t free.  As a business owner, it’s easy to understand, but what are the real costs? What are we paying for and why?  These are great questions and exactly what we are going to answer.  There are a lot of questions about soft costs, hard billables, revenue sharing […]


Are Auto Features the Future of 401(k)?

Everything these days seems to be automated from reminders for doctors’ appointments, to bill paying, to (something clever). And why not?! Automation is the future, but does this apply to retirement planning as well? Auto-features are gaining traction and participants are more open to them than originally expected. A 2016 […]