Financial Services & Wealth Management News

Employee benefits

November 5, 2018

Hey Joel! Can I Avoid an Audit by Splitting My Employees Into Two Plans?

Hey Joel! – Answers from a recovering former practicing ERISA attorney This forum answers plan sponsor questions from all over the country by our in-house former […]
October 8, 2018

Participant Corner: Skip the Line, But Don’t Skip the Match

Download the “Skip the Line” Flyer Here! Earn your full savings potential by hitting the full match plus more. For help finding the correct deferral amount […]
October 8, 2018

Hey Joel! – Is my 501(c)(3) organization eligible for a 401(k) plan? Are there any benefits over a 403(b) plan?

Hey Joel! – Answers from a recovering former practicing ERISA attorney Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country […]
April 12, 2018

Behavioral Finance: Can Enhanced Active Choice Help Increase Participation?

Deferred compensation programs typically offer open enrollment year-round. Employees can choose to participate when they feel ready and motivated to do so. This traditional enrollment method […]
March 15, 2018

Your Newest Employee Benefit—Student Loan Debt Repayment Assistance

Student loan reimbursement programs are a fast-growing employee benefit. Approximately 70 percent of 2016 college graduates have student loans with an average balance of $37,000.¹ The […]