Blogs & Articles:
Pooled Employer Plans Are The Small Business Retirement Plan "Silver-Bullet" Solution
Less compliance requirements, pooled assets creating higher returns, and overall saving thousands in retirement plan fees.
Colorado State Treasurer Dispenses Inaccurate Colorado SecureSavings (CSS) Program Details and Incompetent Financial Advice on Live TV
CBS News Colorado recently aired an interview with Colorado State Treasurer Dave Young, inaccurately dispelling Colorado SecureSavings legislation information, and misleading/ prohibited financial advice.
More Than Half of U.S. Employers Expected to Merge Existing 401(k) Plans Into Pooled Employer Plans (PEP) By 2030
Aon most recently found that since the inception of their PEP (2021), the participants have nearly doubled.
401(k) Plan Fall Housekeeping Matters To Consider Before 2024
It is pertinent to the success of an employer sponsored retirement plan to annually reflect on the housekeeping and consider what value your retirement plan should or could be bringing to your company.
Proposed Legislation Would Put U.S. Treasury In Control of Retirement Investments: Yikes
As the state legislatures implement their own government-sponsored plans that aid in providers in offering private retirement plans, there's new federal legislation that would bulldoze the state programs, and the financial industry as a whole.