My latest podcast guest experience was on The Liquid Lunch Project show with hosts Luigi Rosabianca and Matthew Meehan, where we discussed the importance of retirement plans for both the employer and employee, among many other topics. Read on for the transcript of our conversation!

Are you considering switching to a new plan advisor, third-party administrator, or recordkeeper for the new year? Is there enough time to do it by January 1? Well, it depends on which role you’re looking to replace. Let’s explore!

In my latest podcast guest appearance, I chatted with Dr. Christopher H. Loo, host of the Financial Freedom podcast - we talked about fiduciary responsibility, innovations in retirement plans, and how to increase employee participation (especially in younger generations). Read on for the transcript of our conversation!

My latest podcast appearance was on the Leadership in Law program with host Marilyn Jenkins. What was I doing on a podcast aimed at lawyers? Talking about how law firms can benefit from their retirement plan for their staff, of course!

The SECURE Act 2.0 introduced several sweeping changes to how Americans can use retirement savings plans. Some provisions have already taken effect, while others are scheduled for implementation in 2025 and beyond. Here's a summary of the key changes that plan sponsors need to know.

There are retirement plan challenges that are specific to certain types of industries, and in this latest post in our red flags and warning signs series we’ll uncover what plan sponsors need to look out for.

Mergers and acquisitions (M&A) are complex – truly a rodeo of wrangling details – and it's easy for retirement plans to get lost in the shuffle. However, as I discussed with Corey Kupfer on the Deal Quest podcast, handling retirement plans correctly and compliantly during M&A is crucial!

What are signs your retirement plan needs a tune-up? Not too long ago I outlined some red flags and warning signs to look for when it comes to the operations side of retirement plans. Now we’ll highlight the employee side.

We’ve said it before and we’ll say it again - providing valuable, relevant benefits is crucial when it comes to retaining employees. That topic was at the core of my recent conversation with Diane Helbig of the Accelerate Your Business Growth podcast. Read on for the transcript of our conversation!

Summer is fast approaching - now is a good time to take a closer look at the operations side of your retirement plan and check for any red flags or warning signs that it needs a tune-up. Here are some signs that your retirement plan needs extra attention with your advisor.

In a recent interview with Jamie Van Cuyk of the Growing Your Team podcast, we discussed how small business owners can balance budgets and benefits. Read on for the transcript of our conversation!

If you want the security of a guaranteed income during retirement, a defined benefit plan may be a good option for you. But how exactly does a defined benefit plan work, and who is it best for?

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?

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.