facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

The market is changing faster than ever, your 

401(k) plan needs to change with it.

We've put together the resources you need to manage your 401(k) plan in a COVID-19 world.

Our goal is to simplify your plan administration, help your employees get smart about their money, and make it easier for you to offer your employees a better 401(k). We're here to bring you the resources you need to address the evolving landscape. 

New upcoming special event! 

The 12th Annual Qualified Plan Fiduciary Summit:

We've seen significant retirement plan developments throughout the COVID-19 pandemic. We'd like to invite you to an upcoming virtual education event that will give you a chance to hear more about those developments. Although we have held our Qualified Plan Fiduciary Summit in person for the last 11 years, this year's will be held virtually on October 14th. As you can see from the attached agenda, you'll hear from a wide range of industry-leading speakers, including an individual who is at the heart of the Summit's roots: Fred Reish! Attendees are eligible for up to three SHRM CE credits.

You can register for our virtual event here, plus you can see the full agenda and all the great speakers at: FINAL - Qualified Plan Virtual Summit Agenda (003).pdf

Check out our great library of 401(k) content:



The What, Why, and How of 401(k) Benchmarking

 We discussed benchmarking, what it is, and how you can approach benchmarking for your 401(k) plan. 


The Future of Financial Wellness

 We dove into financial wellness and what plan sponsors can do to help your employees navigate these times. 



Long Term Needs vs. Short Term Challenges

COVID is impacting both the long term needs and short term challenges for plan sponsors. 


Retirement Plans in a COVID-19 World

Retirement Plans in a COVID-19 World - they are changing due to many factors.


The Big Topics Plan Sponsors Are Facing



There are 5 BIG action items that plan sponsors need to take NOW!

Click on the graphic below to learn more:


Good Listens for Your Business


Why Benchmarking Your 401k Plan Matters SO Much


Not All Target Date Funds Are Created Equal


How 401(k) Plans Have Evolved Over The Years



Interested in Learning More? Drop Us a Line