Tag: 401(k)

Rethinking PTO With a Convertible Plan

Rethinking PTO With a Convertible Plan

Paid time off (PTO) presents a unique challenge. It consistently ranks among employees’ most sought-after benefits. But PTO is also among the most underused offerings. According to The Harris Poll, 78%…

Learn More About Required Plan Disclosures

Learn More About Required Plan Disclosures

Learn More About Required Plan Disclosures   In 1974, Congress passed the Employee Retirement Income Security Act (ERISA). ERISA set thresholds for employers sponsoring group plans (plan sponsors) to protect participating employees and…

Are Your Employees As Healthy as You Think?

Employers have different views on employees’ well-being than the employees themselves. In many cases, it’s not even close. And it begins with diverging thoughts on benefits packages. Just 61% percent of employees…

Review Your Beneficiaries

Having a current and properly executed will is an important part of estate planning. That having been said, wills need to go through the probate process, which can be time-consuming. Assets with…