Welcome back to our ongoing series dedicated to you, the retirement plan sponsor, and your employees. Today we’re going to continue to focus on automatic features and discuss an option that can supercharge your employees’ savings over time. In the last two videos, we talked about automatic enrollment and automatic QDIA. Let’s assume these features Read More…
We’re going to continue the conversation on automatic features by discussing automatic QDIA, or qualified default investment alternative, and how it can help your employees with their investment decisions while providing you protection as the plan sponsor fiduciary. Before we get started, if you are interested in learning about our process to structure a successful Read More…
Are you an HR manager, CFO, or business owner who is tired of chasing your employees when it comes time for them to enroll in the 401(k) plan? Do you have low participation rates? Is there always a certain group of employees who never enroll into your plan? Automatic enrollment can solve these and other Read More…
Automating your employees’ savings and investment decisions can significantly impact your employees’ retirement nest egg. Today, we will be going over four ways to automate your plan. Before we get into our main topic, click here for a free copy of our book “The Quintessential 401(k).” The information in this book will help you learn Read More…
How do emotions impact investment decisions? The concepts we’re about to cover may change the choices you give your employees to help them achieve a healthier financial result for their future. But before we get into that, if you are interested in learning about our process to structure a successful retirement program, click here for Read More…
How much do your employees need to save for retirement? As a rule of thumb, they should save a minimum of 10%. Some will need to save a higher percentage if they do not have other savings or investments or started saving late, while others may need to save less if they have other outside Read More…
Welcome to our series, where we will be offering up our secrets to creating successful retirement outcomes for you, as the plan sponsor fiduciary, and your employees. Today we’re going to explain why America has a savings crisis and the process we’re proposing to support your employees’ ability to secure retirement outcomes for themselves and Read More…