Insightful Articles

Why auto-enroll employees? .  https://www.dol.gov/sites/default/files/ebsa/about-ebsa/our-activities/resource-center/publications/automat

Open enrollment?  Five methods to step up your communication game.  http://www.benefitspro.com/2017/05/22/5-ways-to-up-your-benefits-communication-game?kw=5%20ways%20to%20up%20your%20benefits%20communication%20game&et=editorial&bu=BenefitsPRO&cn=20170523&src=EMC-Email_editorial&pt=Daily

Whats the most common 401k match look like?  http://www.asppa.org/News/Article/ArticleID/7186

Social Security. Use this link to estimate your benefits: https://www.ssa.gov/OACT/quickcalc/index.html

Meeting your fiduciary responsibilities. A white paper from the DOL on this topic.  https://www.dol.gov/sites/default/files/ebsa/about-ebsa/our-activities/resource-center/publications/meetingyourfiduciaryresponsibilities.pdf

ERISA Fidelity Bonds – what you need to know. http://www.napa-net.org/news/technical-competence/erisa/5-things-people-get-wrong-about-erisa-fidelity-bonds/

DOL FAQ’s on Cash Balance Plans.  https://www.dol.gov/sites/default/files/ebsa/about-ebsa/our-activities/resource-center/faqs/faq_consumer_cashbalanceplans.pdf

Ultimate Guide to Defined Benefit and Cash Balance Plans:   http://money.cnn.com/retirement/guide/BenefitPlans/?iid=EL

Cash Balance Plan. How it can help you save a huge amount and fast.  https://www.inc.com/magazine/201610/kathy-kristof/how-to-play-catch-up-retirement.html

 

ROTH 401k