I was recently a guest on Susanne Mariga’s show, The Profit Talk podcast. The focus of the discussion was on strategies for maximizing profits in businesses through effective retirement planning. Read on for the transcript of our conversation!

Retirement Planology, Inc. has been named to the National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of at least $100 million.

Being a healthcare fiduciary comes with a lot of responsibility. I recently chatted with Jessica DuBois of Risk Strategies about fiduciary and healthcare, and how employers can get help with their compliance and fiduciary responsibilities.

“Job ads are a stupid way to measure job openings,” so says James Hornick of Hirewell, a recruiting firm out of Chicago, who I spoke with a few weeks ago. We also chatted about good and not-so-good benefits, as well as his biggest recruiting pet peeve.

In this article we discuss what you can put off and what you can’t with regards to your retirement plan, along with a few other topics, such as the new audit rules, the new overtime compensation threshold that may be put into effect this year, and additional guidance on long-term part-time employees.

Not too long ago I appeared as a guest on The Group Practice Exchange Podcast with Maureen Werrbach to discuss how to tailor a practice’s retirement benefits to meet their employees’ particular needs. Read on for our conversation and a few more thoughts from me!

As we approach the 2024 plan season, you mustn't be just aware but also ahead of the curve regarding the range of retirement plan options available for your nonprofit. Here’s a handy guide to help you in making this crucial decision.

Open enrollment season is almost upon us, and in my most recent LinkedIn Live, I discussed benefits enrollment, specifically these three topics: How you say things, what you say, and how you guide employees to resources. Read on for my dos and don’ts on these topics!

I was a guest recently on the Inspired Nonprofit Leadership podcast with Mary Hiland, and we discussed retirement plans in the nonprofit world. Our chat covered a wide array of topics focused on non-profit and culture. Here’s the transcript of our conversation. Enjoy!

I was recently asked by podcast host Tony Martignetti of Nonprofit Radio to talk about employee benefits from the perspective of the employee. In the episode, I share the kinds of benefits we are seeing, ideas to consider, and other related topics. Here's the transcript of our conversation for your reading pleasure!

Here at Retirement Planology, we’ve been seeing an increase in RFPs, as have many of our colleagues, so much so it made our trade magazines and Fidelity’s most recent retirement plan sponsor survey. What’s driving this increase, and what might plan sponsors want to consider for their plan?

What should you be doing in order for you to remain compliant with your benefits? That’s the question I posed to Jessica Du Bois of Risk Strategies in a recent LinkedIn Live conversation. Read on for her answers!

We recently conducted a fiduciary training that covered a lot of ground, but we had quite a few questions that we didn’t have the time to go into detail on. Here are the answers to those questions, as well as some resources from the Department of Labor that will help you get a handle on your fiduciary duties.

Here at Retirement Planology, we help small to medium-sized businesses make smart decisions on the retirement plans they offer their employees. Of course there are costs associated with running a retirement plan. Many businesses are looking for ways to cut those costs, one of which is to opt for a cheap 401k (or a cheap 401k advisor). But should plan sponsors go that route? Let’s explore.

One of our clients recently asked if they should restructure their employer contribution as a match. My answer: Yes! Matching contributions increase plan participation and encourage better savings rates. Let's take a look at the research and see how employer matching makes a difference.

Fiduciary liability is a big responsibility for plan sponsors, the plan committee, and those involved with running an organization's retirement plan for the benefit of the participants. Here are things you should know about fiduciary liability and how outsourcing can possibly help ease the burden.

We talk A LOT about getting good advice and being willing to pay for it from smart, savvy providers. Here’s a great example of why it’s so important to consider the savings behavior and demographics of your particular workforce, the goals of your plan, and company cash flow when designing your company retirement plan.

Retirement plan audit rules have recently been updated and it could affect your plan depending on how many participants you have. I pulled in Mark Blackburn of accounting firm LBMC to shed some light on the new rules, how SECURE 2.0 will affect the auditor industry, and more. 

Why should your retirement advisor have a seat at the benefits table? Well, if we’ve met with your employees, there’s a pretty darn good chance we know what kinds of benefits they would appreciate, for one thing.

Julie Simmons, SPHR, SHRM-SCP, outsourced HR, recently talked about compensation strategy and how it relates to office culture, total rewards, inflation, etc. Here’s an overview of the discussion.