Category: Retirement

Why Hire a Retirement Plan Consultant?

66% of retirement plans work with a retirement plan consultant or advisor, according to 2017 PLANSPONSOR Defined Contribution survey. This number has steadily grown the past few years. The top 3 reasons[1] plan sponsors say they hired an advisor are: #1 Want to better understand how well my plan is working for my employees and

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Helping Your Employees Achieve Financial Wellness

Employers have learned that improving the health and wellness of their workforce yields benefits for both the organization and employees alike: When health is improved, employers enjoy a more productive workforce with fewer absences, along with fewer demands on the employer-sponsored health insurance. Employees gain from better health and reduced medical costs. Individuals feel empowered

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5 Myths About Long Term Care Insurance

Long Term Care Insurance is designed to help pay for the care needed when you are unable to do everyday activities without assistance. In order to improve the quality of life for those chronic, long-term conditions, you must be prepared for whatever the future brings. This coverage can protect your assets, and help you enjoy

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Why is Fiduciary Education Important?

We hear often from clients or prospective clients that they understand what it means to be a fiduciary. But when it comes to the specifics, there seems to be uncertainty. According to the 2017 Fidelity Plan Sponsor Attitudes survey, the second biggest concern for plan sponsors was fiduciary responsibility. Further, 76% of respondents to the

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