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Do you Send Participant Notices via Email? Should you?
Do you Send Participant Notices via Email? Should you?

The number of notices and disclosures required to retirement plan participants has increased while methods to access information changed drastically. Many individuals receive their news and information on electronic devices through apps and social media. What remains the same is the Department of Labor’s (DOL) guidance on permissible methods to provide notices electronically. There is a disconnect between the method…

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The 10% Savings Goal
The 10% Savings Goal

Most people need to save more — often a lot more — to build a nest egg that can meet their needs. Many financial experts recommend putting away 10 to 15 percent of your pay for retirement. There’s a relatively painless way to reach that goal. Take small steps Begin by contributing enough to receive your employer’s matching contribution Consider…

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Four Tips for Increasing Your Retirement Dollars
Four Tips for Increasing Your Retirement Dollars

1. Don’t Cash Out Retirement Plans When Changing Employment When you leave a job, the vested benefits in your retirement plan are an enticing source of money. It may be difficult to resist the urge to take that money as cash, particularly if retirement is many years away. If you do decide to cash out, understand that you will very…

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Four Basic Steps for a Successful Retirement
Four Basic Steps for a Successful Retirement

With everything going on in the world today, it may feel overwhelming and challenging for many of us to think about planning for retirement. There are some basic steps that you can follow to help work toward a successful retirement especially during periods of uncertainty. Remember that markets have and will continue to go up and down, but a long-term…

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10 Reasons to Roll Into Your Employer’s Retirement Plan
10 Reasons to Roll Into Your Employer’s Retirement Plan

Do you have retirement assets held with a previous employer? What to do with those assets can be a difficult decision, with many options available. This quarterly education piece describes the top ten reasons for consolidating into your current employer’s retirement plan versus an Individual Retirement Account. 10 Reasons to Roll Into Your Employer’s Plan

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401(k) Tips to Follow a Turbulent Market
401(k) Tips to Follow a Turbulent Market

Volatile markets can make you wonder if you’re on track to meet your retirement goals. Don’t be discouraged, and most of all, don’t panic. Instead, be proactive! Click on the article below to find tips to take in both up and down markets. Tips to Follow a Turbulent Market

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Blackhawk SHRM Event Presentation
Blackhawk SHRM Event Presentation

John Friar was invited to present the role of 401(k)’s within Total Compensation at the Janesville-Beloit Blackhawk SHRM event. John was invited to present along with Patrick Kelley, Alissa Martin, and Mary Jo Spiekerman, by one of our business partners, Hausmann Group. Each of the presenters has a vast knowledge in each area that makes up Total Compensation and has…

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