Managing a 401(k) plan effectively is crucial for ensuring compliance, optimizing participant satisfaction, and maintaining operational efficiency. While many
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As an employee of American Electric Power (AEP), understanding the transition of your healthcare benefits, particularly your Health Reimbursement Arrangement
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Christina Hagney, President of Valor Payroll Solutions, and Derrick Alexander, Owner of Greater Works Wealth, discuss the importance of state-mandated
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How to Know if You Can Retire: A Comprehensive Guide
Retirement, or work-life optionality of life where one can finally move into the next chapter of life
Navigating your pension plan and investment options can seem daunting, but with the right
knowledge and strategy, you can make informed decisions to secure your
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In this video, I discuss the differences between state-mandated retirement plans and 401k plans. I highlight the contribution limits, employer contributions
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" 3 Steps for Transforming Your Financial Future
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Plan sponsors are required to prudently select and monitor each 401(k) service provider on their company 401(k) Plan. This article reviews the various providers
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The term “Fiduciary” is so important that it carries with it personal liability… if you’re involved in managing your company 401(k) plan and don’t know what a
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ERISA Section 404(c) is one of the most important safe harbor provisions for Plan Sponsors. If you’re not sure what it is or if you’re in compliance, you’ll
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In the financial industry, the term “Investment Policy Statement” is used a lot – but what is an Investment Policy Statement (or IPS) and do you really need one
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Over the past couple of weeks, the markets have led us all to believe that the economy is heading into a downward tailspin. That’s for good reason — this recent
