“How do we fix the plan?” That’s a question those of us in the Retirement Plans business hear a lot. Let me start by saying that most of the time, the plan isn’t “broken” but may just need an injection of life. Often, a slight tweak to one (or two) of the key plan provisions […]

The year 2020 will be remembered for a multitude of reasons. We’ve had a pandemic, a recession, an extended period of civil unrest and all during a presidential election year. With all of these events taking place in such a short period of time, this will certainly be one for the history books. The question […]