Match Your Retirement Plan to Reflect the Company Mission.

A Company’s Mission Statement expresses its culture, values and agenda to the outside world as well as within the organization. When benefits duly reflect the mission, Employees are motivated to work with a higher sense of purpose and feel rewarded for their efforts. This leads to happier employees, more productivity and increased utilization of benefits like the Retirement Plan.

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401(k) Plan Design Review

The final year of your tri-cycle restatement period provides an opportunity to review and reassess 401(k) documents. It is an especially good time to look at these key features:
• Employer Contributions
• Automatic Features
• Roth 401(k)
• In-Service Distributions
• Joint & Survivor Annuities

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How Changes in the Workforce are Affecting Retirement Plans

Among the economic growth and inflation, workforce trends are affecting how businesses approach their employee benefits. Employers are needing to be more creative and thoughtful than ever in attracting and retaining key talent, and retirement plans are often one underutilized tool.

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