Employees (future retirees) need not be forced, sold, or otherwise limited to the exercise of navigating retirement plan benefits “packet“ to develop and manage a successful plan for retirement. Why are we here? The retirement plan industry has strived for... Read More

Target-date funds have become widely used among participants in employer-sponsored plans. Vanguard reports that 78% percent of retirement plan participants are using at least one target-date fund and that 54% of participants are only using target-date funds.1 These funds are... Read More

The most important (and often skipped) first step in planning for retirement is identifying date & dollar specific retirement goals. Please see our post about that here! As part of planning for a successful retirement, each “future retiree” (your employees)... Read More

Will you outlive your money or will it outlive you?... Read More

A retirement plan is really about the successful retirement of each employee Your employees are not simply “plan participants.” We will take the time to help each employee develop, implement, and manage a plan with the sole goal of a... Read More

Honestly, it doesn’t make much sense to participate in a retirement plan without a plan. How many retirement plans “enroll participants” rather than “help employees plan for a successful retirement”? Hint: nearly all of them. A retirement plan should help... Read More