Those That Don’t Know Their History Are Doomed to Repeat It: Beware of the S&P 500 Index

For the last 10 years the S&P 500 has generated an average annual return of 15.35% and has only had one negative year (2018). In addition, these mutual funds have expense ratios hovering around zero. What’s not to love?

A Year to the Day- What a Ride!

The market last year tested our patience and our resolve. Those who buckled up and stayed on board, however, were richly rewarded.

IRS Extends 2020 Tax Filing Deadline to May 17th

On March 17th, the IRS announced they would be extending the 2020 tax filing deadline for individuals from April 15th to May 17th to accommodate the ongoing challenges presented by the COVID-19 pandemic.
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How to Prepare for a 401(k) Audit

If the DOL comes knocking, is your plan prepared for an audit? Be aware of red flags, how to respond and what documents to have ready.
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Q1 2022 News and Information for Employers | Fiduciary Plan Governance Edition

Get ahead of the curve: The most anticipated topics of 2022: Important information regarding audits, ESG funds and DEI in your workplace!

Stretching the 401(k) Match Contribution – A Good Idea?

"Stretching the match" means raising the employee contribution threshold to receive the full employer match. Is it a good idea?