Retirement Plan Sponsor Resources
Retirement Plan Access Training
To learn more about the features and benefits now available to empower you as a plan sponsor, view our recorded training on Retirement Plan Access. During the webinar, we introduced:
- The payroll upload process
- How to navigate the full suite of menu options
- How to pull reports readily available to simplify your day-to-day processing
- Click on the button below to view brief instructions on how to download the most important reports.
Hang On to Your (Ultra)Shorts
The hotter-than-expected inflation numbers jolted markets hoping for a more benign report. The bond market immediately priced in an additional Federal Reserve rate hike and short-term interest rates increased, making the numbers on my presentation obsolete. Such is the nature of fast-moving markets these days, when one data point can induce a bout of volatility and reset expectations about the future.READ MORE about our latest investment commentary by Brian Andrew.
- The Impact of Diversity and Inclusion on Management Liability
In recent years, senior leadership teams have been held increasingly accountable for their organizations’ failures by shareholders, stakeholders and the general public. Specifically, organizations’ diversity and inclusion practices have garnered additional scrutiny.
Keep reading to better understand the ramifications that senior leaders could face from poor diversity and inclusion measures, the latest legislation regarding such measures, and top tips for fostering diversity and inclusion within the workplace.READ MORE about the impact of diversity in the workplace.
Funding Jobs Through Your Employee Benefits Plan
All too often, “It is what it is” or “There isn’t much we can do” describes the attitude taken by advisors and employers alike towards rising healthcare costs. However, when the financial consequences of the controllable aspects of healthcare are viewed through the lens of their real-life implications for businesses and families, the need to properly manage them comes into focus.READ MORE about funding jobs through your employee benefits program.