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Monday, May 20, 2019

ESG, or environmental, social and governance funds, can be appealing to many investors, including millennials. These funds may be viewed as a proactive way to encourage reluctant and under-prepared millennials to save for retirement....

 

Monday, April 22, 2019

You may have heard about a “cash balance plan” and wondered whether it would be something advantageous for your business. A cash balance plan operates differently from other types of traditional retirement plans in that it...

 

Monday, April 8, 2019

Financial wellness has many components that can affect and benefit your workplace. This quarter, our newsletter highlights three engaging topics with insights on the many ways you can incorporate financial wellness into your workplace...

 

Monday, March 18, 2019

Choosing mutual funds for your retirement plan’s investment lineup can feel like wading through a sea of alphabet soup. Fund companies typically offer multiple share classes, each sporting its own unique letter. A shares, C...

 

Monday, February 18, 2019

As many employees look ahead to retirement, 47% of workers feel somewhat confident that they’ll have enough money saved to retire on time and then live comfortably.1 However, forward-thinking employers have the ability to help...

 

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Monday, January 21, 2019

Participant-driven lawsuits are on the rise, and employers are facing heightened scrutiny of the way they manage their retirement plans. In today’s continually-evolving regulatory and legal environment, it’s more important...

 

Monday, January 7, 2019

New Year, New Topics! Plan Sponsor Need to Knows for Q1 2019 Ringing in the new year comes with changes to the 401(k) world, and as a plan sponsor, we want to keep you informed and educated. This past quarter, we’ve focused our...

 

Tuesday, November 27, 2018

Cyber-crime is on the rise worldwide. As a result, growing numbers of organizations are taking critical steps to protect their valuable electronic data from hackers and other cyber criminals — a process known as cybersecurity....

 

Tuesday, November 6, 2018

Plan Sponsor Guide: Understanding 401(k) Loans The recent enactment of the Tax Cuts and Jobs Act of 2017 (TCJA) makes changes to 401(k) loan repayment options, which should prompt plan sponsors and plan administrators to re-evaluate...

 

Tuesday, October 23, 2018

The DOL Rule is Dead On June 21, 2018 the 5th Circuit Court of Appeals vacated the requirements of the U.S. Department of Labor’s (DOL) Conflict of Interest Rule—more commonly referred to as the “DOL Fiduciary...

 

Monday, September 10, 2018

For the majority of future retirees, medical expenses pose significant risk to any retirement plan, and they are only projected to rise. Medical cost estimates for couples throughout their full retirement, assuming both partners are...

 

Monday, August 13, 2018

A Marathon for Everyone Recently, I went to cheer on a friend running in her first marathon. The excitement of watching thousands of people accomplish such an amazing goal was an experience like no other. I waited at the last bend...

 

Monday, July 9, 2018

Locating missing plan participants can be a headache for any employer, but simply ignoring them is not an effective solution. Regulatory agencies in previous years have published guidance on this topic relating to missing...

 

Wednesday, December 6, 2017

Is your plan one of the nearly 4 in 10 plans actively looking for a new advisor? In the recent Fidelity Investment "Plan Sponsor Attitudes 2017 Survey" over 1,000 plan sponsors of all sizes with different providers were surveyed on...

 

Tuesday, January 10, 2017

Why Should You Care About Financial Wellness? Consider The Following Statistics: 24% of wages go to consumer debt payment 43% of Americans consider themselves financially literate 64% say finances are the largest source of stress in...

 

Thursday, July 28, 2016

What does financial stress mean to your employees and your business? Financial Wellness has become a buzz word in the industry with an explosion of providers and products but what does it really mean? A recent Fidelity Investments...

 

Thursday, July 28, 2016

Bjork Asset Management is excited to announce that Sean Bjork has been named to the FT Top 401 Advisors list for 2015. As founder of Bjork Asset Management Sean's goal is to bring strategic solutions to organizations overall employee...