5 steps to a successful financial wellness plan
Originally published in Benefits Pro By Susan Shoemaker and Mark Dixon Financial wellness is a hot trend, as organizations are trying to help employees better…
Tag Archives: retirement plans
When Does It Make Sense to Offer Employees a Retirement Plan?
Originally published in Entrepreneur Magazine By Scott Wylie Click below to watch the Video You provide your employees with a competitive salary, good medical care options and paid…
Why employers should help millennials prepare for retirement
Originally published on Benefits Pro By Joe Rankin We know that millennials are not saving for retirement but it’s time to admit that the problem…
Plan sponsors should beware the managed account default option
Originally published in Pensions & Investments By Mark Dixon and Susan Shoemaker The world of 401(k) and 403(b) retirement plan sponsors has been somewhat nightmarish in…
Why 403(b) plan sponsors are in a legal hotseat
Originally published on Benefits Pro By Joe Rankin, Plante Moran The 403(b) retirement plans used by many nonprofits have been in the news lately for…
Anthem and Chevron suits seen as a worrisome trend
By Mark Dixon and Susan Shoemaker, Partners of Plante Moran Financial Advisors Headline-grabbing suits against Boeing Co., Anthem Inc., Chevron Corp.and others over excessive fees…
Retirement plans’ fees and expenses face increasing scrutiny
Originally published in Pensions & Investments By Mark Dixon and Susan Shoemaker Organizations beware: Workers are becoming much savvier about investigating fees and other costs…
CEOs Must Monitor Their Company’s Retirement Plans or Take Responsibility for Costly Mistakes
Originally published in Chief Executive Magazine By Mark Dixon and Susan Shoemaker The 9-0 decision in May held that fiduciaries of plans governed by the Employee Retirement…
Strategies: How you can cash in on cash balance retirement plans
Originally published in Denver Business Journal By Paula Hendrickson Successful professionals and business owners worry about retirement savings, just like everyone else these days. Do they…