Blog

What does a plan sponsor do when a participant goes missing? If a participant has a balance in the plan—even if he/she is terminated, the plan sponsor has a fiduciary obligation to ensure that participant [...]

Monday, January 16th our office is open but the markets are closed. No trades will be processed. Enjoy the holiday weekend!  

Maintenance reminder! We will be performing scheduled maintenance on our web servers beginning at 5:30 pm (PST) on December 16, 2016. During this time, your account access may be unavailable. We anticipate this process will [...]

Tis' the season! Wednesday, November 23rd- Market open. All trades will be processed as normal. Our office will be closing at 2pm. Thursday, November 24th- Office closed. Market Closed. No trades will be processed. Friday, November [...]

Are you listening A recent LIMRA report brings an interesting perspective to enrolling new employees in your retirement plan. The study shows that “employers are not in touch with how their employees want to enroll.” [...]

Participants are ready for auto-initiatives It’s no secret that a retirement plan is one of the most effective ways to help employees save for retirement, and it looks like participants share that view. New research [...]