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Oct 24, 2022
Blog
Is Your Retirement Plan Growing with Your Business?
Sponsoring and maintaining a retirement plan for a small business can seem daunting.
Oct 20, 2022
Blog
Considering An ESOP Exit Strategy?
When you choose to embark on an Employee Stock Ownership Plan (ESOP) journey, you’ll have the opportunity to sell all (or just a portion) of your own investment in the company to employees while keeping you in the driver’s seat to maintain continuity and control of the business.
Sep 26, 2022
Article
Hiring and Compensation Strategies into 2023
As we look ahead to 2023, hiring compensation strategies will remain a key issue as organizations grapple with talent. If you haven’t evaluated your strategies and practices related to all things “people” lately, now is the time.
Jun 16, 2022
Article
New Audit Standard for Employee Benefit Plans Casts Bright Light on Role of Fiduciary
As a new auditing standard becomes effective this year for most employee benefit plans, individuals charged with managing and administering plans should be aware of their responsibilities as plan fiduciaries.
Jun 3, 2022
Blog
SAS 114: Essential Information May Be Hiding In Plain Sight
What the heck is a SAS 114 letter and why are you getting one? Read on to find out.
Mar 11, 2022
Article
‘Group of Plan’ Arrangements Offer Cost Savings for 401(k) Sponsors
sponsors are familiar with solutions like multiple employer plans (MEPs) and pooled employer plans (PEPs). But one of the least well-known plans may be the most effective solution for plan sponsors who are looking to cut costs and maintain local service and plan design flexibility – the “group of plans” arrangement.
Feb 15, 2022
Blog
Don’t Leave Your Exit Strategy Up to Chance
Why it is important to starting thinking about succession planning for your business.
Jan 7, 2022
Article
Strategic Workforce Planning Can Fuel Your Recruiting Success
With attitudes and priorities toward employment evolving in the wake of COVID-19, recruiting and hiring practices need to change in response to an exceedingly tight labor market. The unprecedented labor shortage promises to continue into 2022, so employers must engage in strategic workforce planning to fill their recruiting pipelines.
Jan 4, 2022
Blog
Exit Readiness: A Perfect Storm Fuels Surge in M & A
The Baby Boom generation has reached retirement age and is making the largest transfer of generational wealth in history. It may be time to start a discussion about your exit readiness.
Nov 18, 2021
Newsletter
Benefit Insights Newsletter | Fall 2021
The cost of living adjustments were just announced by the IRS and it affects the dollar limitations for retirement plans. Read this edition of Benefit Insights to learn more.
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