Broker Check

April 2024 Newsletter

Help Participants Avoid These TDF Missteps

Help Participants Avoid These TDF Missteps

Target Date Funds (TDFs) are becoming more and more popular with participants. According to a recent Sway Research study... 

Beyond Compliance: Make Every Communication Count

Beyond Compliance: Make Every Communication Count

Effective retirement plan communications serve a dual purpose: they fulfill Department of Labor (DOL) requirements, and they also...

The Resurgence of the Automatic IRA Act

The Resurgence of the Automatic IRA Act

The reintroduced Automatic Individual Retirement Act (IRA) Act of 20241 requires companies with more than ten workers to automatically...