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Newsletter

Spring 2025 – Benefit Insights Newsletter

May 5, 2025 No Comments
Keeping the Lines of Communication Open In our last issue, we discussed the benefits of communicating with plan participants. Now let’s talk about keeping in ...
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Winter 2025 Certified Benefits Newsletter
401(k)

Winter 2025 – Benefit Insights Newsletter

February 4, 2025 No Comments
Keep on Talkin’ When it comes to your retirement plan, keeping your participants engaged is a must. Not only is providing participants with enrollment opportunities ...
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Cost of Living Adjustments 2023
Newsletter

Fall 2024 – Benefit Insights Newsletter

November 15, 2024 No Comments
Cost of Living Adjustments for 2025 are here! On November 1, 2024, the IRS announced the Cost of Living Adjustments (COLAs) affecting the dollar limitations ...
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Employees Learning About 401k
Newsletter

Summer 2024 – Benefit Insights Newsletter

August 1, 2024 No Comments
Effective Communication with Participants A recent survey found that 59% of workers thought that they were contributing to their 401(k) plan and saving for retirement ...
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Newsletter

Spring 2024 – Benefit Insights Newsletter

May 14, 2024 No Comments
Is Automatic Enrollment Required for Your Plan? An automatic enrollment provision can be a useful tool to drive employee engagement in plans, particularly for participants ...
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Newsletter

Winter 2024 – Benefit Insights Newsletter

April 10, 2024 No Comments
Components of Defined Contribution Plan Compliance Testing Plans must be tested each year to ensure that they are compliant with the laws governing retirement plans. ...
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About our company
Our commitment to you, our clients and advisor partners, is to provide the service you expect so plan participants can retire with financial security.
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  • 1111 Douglas Avenue Altamonte Springs, FL 32714
  • (800) 393-9900 or (407) 869-9800
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