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Blog

Joe Hatfield, Mike Tisdell, Chuck Baracco and Mike Kent | Feb 14, 2023

Why Plan Fiduciaries Need to Pay Careful Attention to Retirement Plan Fees

Fiduciaries need to pay careful attention to retirement plan fees. Here are frequently asked questions about plan costs and benchmarking.
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Joe Hatfield, Mike Tisdell, Chuck Baracco and Mike Kent | Jan 24, 2023

Why Investment Oversight is Important for 401(k) Committees

retirement
Fiduciary
How do you evaluate, benchmark and assess your plan investments and what other expertise or protection should you consider?
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Joe Hatfield, Mike Tisdell, Chuck Baracco and Mike Kent | Jan 9, 2023

Defining Retirement Plan Goals

retirement planning
Have you identified your 401(k) plan goals? Defining workplace goals is a vital first step to an effective retirement plan.
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Joe Hatfield, Mike Tisdell, Chuck Baracco and Mike Kent | Jan 3, 2023

SECURE ACT 2.0 - What Employers Need to Know

Secure Act 2.0
Expanding access, increasing savings, helping Americans preserve income and more
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Joe Hatfield, Mike Tisdell, Chuck Baracco and Mike Kent | Dec 2, 2022

New DOL Update | ESG Investments within 401(k) Plans

retirement
DOL releases final rule on Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights
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Joe Hatfield, Mike Tisdell, Chuck Baracco and Mike Kent | Nov 7, 2022

Build a 401(k) Dream Team with the Power of Partnership

401k
retirement
How to leverage different service providers to help your 401(k) plan run more smoothly.
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Joe Hatfield, Mike Tisdell, Chuck Baracco and Mike Kent | Oct 24, 2022

4 Simple Steps to Help Understand the Transition to a New 401(k) Provider

401(k)
Plan Sponsor
Transitioning to a new 401(k) recordkeeper shouldn't be a taxing experience. Here are 4 simple steps to help understand the transition.
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Joe Hatfield, Mike Tisdell, Chuck Baracco and Mike Kent | Oct 24, 2022

5 Wellness Tips Your Employees Will Thank You For

retirement
Financial Wellness
Stress free is the way to be. Here's how financial wellness programs can help reduce stress and improve empoyee productivity.
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Joe Hatfield, Mike Tisdell, Chuck Baracco and Mike Kent | Aug 19, 2022

3 Fresh Ideas to Help Boost Your Employees' Retirement Savings

Creative approaches to help your company stand out while improving workers’ financial well-being
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Joe Hatfield, Mike Tisdell, Chuck Baracco and Mike Kent | Jul 25, 2022

5 Ways Business Owners Can Optimize Retirement Savings

retirement
Business Owners
Key strategies to help business owners maximize savings while minimizing taxes
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Joe Hatfield, Mike Tisdell, "Joe Hatfield, Mike Tisdell, Chuck Baracco and Mike Kent | Jul 11, 2022

Don't Miss Out: SECURE Act Tax Credits & 401(k) Plan Features

retirement
Don’t miss out on SECURE Act tax credits and 401(k) plan features for small business
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Joe Hatfield, Mike Tisdell, Chuck Baracco and Mike Kent | May 13, 2022

Total Rewards Programs Key to Recruiting & Retaining Top Talent

Financial Wellness
401k
Here are top strategies and ideas for total rewards programs.
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