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Let’s Make 2021 An Amazing Year!

As far as years go, 2020 was just plain rough, to put it nicely. Not since the Great Depression and World War II have our lives been so disrupted in so many ways. The challenges came fast and furious, forcing us to adapt in ways we never thought we would. And with the coronavirus continuing to spread like wildfire, with new and possibly more virulent strains entering the fray, 2021 isn’t looking like the pot of gold at the end of the rainbow.

Proposed SECURE ACT 2.0 Aims to Increase Retirement Savings

With Americans living longer and retiring later, saving for retirement has become more important than ever. Yet, too many employees are still not covered by employer plans, and most of those who are covered don’t contribute enough for a stable retirement.

New Fiduciary Rule Provides More Protection for Rollover Advice

Saving for a secure retirement may seem simple – you put away a certain amount with each paycheck and let it grow until you retire.

A Year to Remember

To paraphrase the words of President Franklin Roosevelt, “2020 is a year that will live in infamy”. We’re only halfway through the year, yet the COVID-19 pandemic has already shaken our world in ways nobody could have foreseen…

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PenChecks Statement on the Recent Activity in the Banking Sector

As you undoubtedly know, the past few days have been stressful and highly eventful in the banking world. The failure of three banks, Silicon Valley Bank (SVB) and Silvergate Bank, in California, and Signature Bank…

Five Things You Need to Know When Switching Recordkeepers

There are few things more disruptive to the peace or clarity of a 401(k) plan than a switch in recordkeepers, even when the change is instigated by a regular, thoughtful, focused evaluation of the alternatives.

DOL Best Practices for Missing Participant Searches

Nearly half a century ago, Congress passed the Employee Retirement Income Security Act of 1974 (ERISA). This groundbreaking law laid the foundation for the retirement plan industry as it exists today by setting minimum standards to protect participants of voluntarily established retirement and health plans in the private industry.

Protect Your Business With A Cyberattack Incident Response Plan

A cyberattack on your business is like a serious auto accident. It only happens to someone else – until it happens to you. Fortunately, several initiatives can help prevent or significantly reduce your organization’s chance of becoming a cyberattack victim.

Retirement’s Future

I’ve spent my entire career working with retirement plans, beginning with an internship my senior year of college. Looking back over that period of time, it’s remarkable how much has changed.

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