Everyone has financial goals. Some are short-term, like paying down debt or building an emergency fund. Others are long-term, like buying a home or saving for retirement. The Financial Goals Planner helps you stay organized,

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In today’s evolving benefits landscape, retirement plan success could hinge on effective strategies. This quarter’s newsletter highlights three areas plan sponsors can’t afford to overlook: 5 Advanced Tax Strategies for Employers Explore advanced savings vehicles

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Practical steps to help protect participants’ data and meet your fiduciary duties. As a retirement plan sponsor, you are juggling plenty of responsibilities. Investment oversight, fee monitoring, participant education… the list goes on. Now there’s

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Retirement Transition: More Than Just Finances Retirement is more than just a financial decision; it’s a major life transition. This presentation explores how to prepare emotionally and practically, covering purpose, connection, structure, and planning. The

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Why human-led employee education still matters It’s wonderful to live in a time when answers are just a click away. You can easily find out how many inches are in a meter, get TV show

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The following limits are going up for 2026: Maximum contributions for 401(k), 403(b) and 457 increased to $24,500 Maximum contributions for SIMPLE retirement accounts increased to $17,000 Maximum contributions for Defined Contribution Limit increased to

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Want fewer questions and better outcomes during plan changes? Start with clear, step-by-step communication. A strong participant communication checklist helps plan sponsors share plan updates clearly, confidently, and on time. When your retirement plan changes,

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Elevating the value of your retirement Plan Imagine this: It’s year-end and your CPA just reviewed your projected tax bill. Despite contributing to your 401(k), maximizing deductions, and running a profitable business, you’re still writing

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Updated April 1, 2020 CARES Act Legislation Summary On March 27, 2020, the Coronavirus, Aid, Relief, and Economic Security (CARES) Act (the “Act”) was signed into law. A portion of the Act is intended to

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During times of uncertainty and market volatility, while it is prudent for plan participants to “stay the course”, it is also prudent for them to review their investment strategies to ensure they are on the

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Follow the link for the 4th Quarter 2019 Market Review. Q4 2019 Market Review

As a child I often heard my dad saying, “What’s fair isn’t equal and what’s equal isn’t fair.” Most times he said this in response to my complaints about the unfairness of something I was

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The popular phrase “perception is reality” is often used to express the idea that how things really are is based on a person’s perspective. While this may be true in certain areas of life, this

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There is a lot to love living in Missouri. If you take just a little time to research the history and geography or our state you will find it is a very unique and special

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