


Auto-Enroll and Auto-Increase Plans
The Future of Retirement Planning? We have a retirement crisis in this country. Today, too few people have retirement plans, and those who do save for retirement are not saving enough. It is not uncommon for people to live will into their 80s or even 90s and...
Participant Education: The Missing Piece of the Puzzle
You’ve heard me say it before and you’ll definitely hear me say it again. There’s a retirement crisis in this country. Not enough people have access to 401k plans. Of those that do have access not enough are actually participating in the plan. And,...
Domo Arigato, Mr. Roboto: The Rise of the Robo-Advisor
There’s a shiny new toy on the wealth management shelf, and I, for one, am not all that impressed. You may have heard the buzz about robo-advisors from investment sites like Betterment, Wealthfront and even big firms like Vanguard and Charles Schwab. These...
Calling It Quits: How to Properly Terminate A 401(k) Plan
There are a variety of reasons why you may need to terminate a 401k retirement plan. Maybe the business has run its course and it’s time to shutter the doors. Maybe the company is small and just can’t afford the matching contributions any longer. Maybe the...