Financial Services & Wealth Management News

Retirement plan sponsor

September 4, 2019

Why We Use Russell Instead of S&P

Ever wondered why we use Russell instead of S&P for benchmarks in the RPAG system? Here are four important reasons: Russell ranks each company in the […]
September 4, 2019

Borrowing Against Your Retirement Plan: More Costly Than You Think

Participating in the company’s retirement plan is a smart and important decision. Smart because you are putting away small amounts today for a comfortable retirement later. […]
July 30, 2019

Anthem Settlement Awards Participants More than $23M

Recently the Bell vs. ATH Holding Company, LLC (a subsidiary of Anthem, Inc.) lawsuit settled. This is frequently referred to as the “Anthem Settlement” (the “Settlement”). […]
May 10, 2019

Hey Joel! – What’s the appropriate number of members and positions for a retirement plan committee?

Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former practicing ERISA attorney. Hey Joel, What’s the […]
May 10, 2019
Four Ways to Increase Employee Retirement Contributions

Four Ways to Increase Employee Retirement Contributions

As a retirement plan sponsor, you want your employees to save the most they can in order to reach their maximum retirement potential. A significant amount […]