Benefit Plans Plus

12/21/2023

Warmest wishes for a spectacular holiday season! 🎄✨ May the coming year bring you happiness, success, and countless reasons to celebrate. Happy Holidays, everyone! 🌟🎁 Accountability

10/09/2023

🏌️‍♀️⛳ Tee Up for Recovery ⛳🏌️‍♂️

Together, we can make a positive impact on the lives of our youth and create hope and awareness for families suffering from the effects of drug abuse and addiction.

Today, we enjoyed supporting an incredible event hosted by two amazing 501(c)(3) organizations - Aspire Advocates for Behavioral Health and Love Enough 4 U - with a core mission to provide support and resources to children, teens and young adults impacted by substance use and mental health disorders.

03/21/2023

Today is World Down Syndrome Day!! Every year on March 21, people worldwide come together to celebrate by wearing brightly colored, mismatched socks to create awareness. March 21 is symbolic because people with Down syndrome have 3 copies of their 21st chromosome. Socks were chosen because the karyotype of Ds chromosomes looks like mismatched socks!

03/17/2023

04/18/2022

We are celebrating the first day of a new employee today! Join us in welcoming Alex Wingert to the team.

08/01/2021

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07/31/2021

Here's how to start a gratitude habit to appreciate life and be a whole lot happier every day.

Feeling grateful is good for us. Research shows that counting your blessings has many benefits, from better sleep to reduced depression.

07/31/2021

The study notes the percentage of sponsors looking to switch advisors has not been this high since the DOL Fiduciary rule came into play in 2017.

Advisors better stay on top of their game or they risk having plan sponsors replace them, if new research from Fidelity is any indication.

07/30/2021

All Eight--All Good--No Objections! The payoff can be huge when you show your clients how much they matter to you.

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07/30/2021

Consolidation. Who benefits, and for how long?

Recordkeeper consolidation has created a pricing war for recordkeeper services. Who benefits, and for how long?

07/29/2021

To address the issue of retirement account fraud, the Spark Institute developed a fraud controls chart intended to highlight a minimum set of controls that should be considered and set expectations for all parties involved, including plan sponsors, participants and record keepers.

A link to fraud controls -https://www.sparkinstitute.org/wp-content/uploads/2021/07/SPARK_DSOB_Industry_Best_Practice_Fraud_Controls_Release_1.0_7.21.2021.pdf

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07/29/2021

More findings outlining the wants and needs of DC Plan Participants can be found referenced in the article at https://am.jpmorgan.com/us/en/asset-management/adv/insights/retirement-insights/defined-contribution/plan-participant-survey/

Participants said they would welcome assistance through their employers with figuring out how to catch up to their retirement savings goals and managing their expenses.