JFS Wealth Advisors’ Post

Fifty-five percent of plan sponsors benchmark their retirement plan annually, while eleven percent benchmark every two years (Source: PLANSPONSOR). OneDigital Retirement + Wealth Senior Vice President David Anderson shares the importance of benchmarking your retirement plan from a fiduciary and audit perspective. Anderson says, “This process helps ensure you receive true value for your organization and employees. In addition, benchmarking can assist in building stronger and more lasting partnerships and can provide insight into areas of opportunity for your Plan.” To learn more about plan benchmarking, read the full article here: https://bit.ly/3I8uefN #retirementplan #retirement #vendorbenchmarking Investment advice offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.

Fifty-five percent of plan sponsors benchmark their retirement plan annually, while eleven percent benchmark every two years (Source: PLANSPONSOR). OneDigital Retirement + Wealth Senior Vice President David Anderson shares the importance of benchmarking your retirement plan from a fiduciary and audit perspective. Anderson says, “This process helps ensure you receive true value for your organization and employees. In addition, benchmarking can assist in building stronger and more lasting partnerships and can provide insight into areas of opportunity for your Plan.” To learn more about plan benchmarking, read the full article here: https://bit.ly/3I8uefN #retirementplan #retirement #vendorbenchmarking Investment advice offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.

Have I introduced you to our retirement and wealth experts? Let us help to educate you and your employees. #weareonedigital #retirementplanning #wealthmanagement

Benchmarking can be a valuable tool for enhancing your retirement plan and helping your employees achieve their retirement goals. Stephanie Hunt, CPFA®, Senior Retirement Plan Consultant at OneDigital, was featured in the webinar series produced by PLANSPONSOR, to provide insight on benchmarking retirement plan data to compare progress to the plans’ goals and against similar peers, allowing the employers to measure and define success in reaching retirement plan goals and to measure the plan’s success more precisely. #OneDigital #resourceful #benchmarking #retirementplanning

Understanding fiduciary responsibilities in retirement plan management is key to ensuring participants' best interests are upheld. The latest (and my first!) Waterwheel post explores these responsibilities, common pitfalls to avoid, and the core duties that guide effective retirement plan management.

Your retirement plan advisor should be your plan's quarterback, getting the team aligned and working toward the plan's goals, according to Manager of Retirement Plan Services Matthew Kruckenberg. #plansponsors #retirementplanning #401kplans

Choosing the right retirement plan consultant can significantly improve the operational effectiveness of your retirement plan. By asking these five key questions, you can make an informed decision and select a consultant who fits your company's needs. https://hubs.ly/Q01XthNj0

Changing advisors on your corporate retirement plan is a much easier process than you might think. #planwithalliance

A retirement solution should allow you to focus on running your business instead of managing the investments and daily administration of the plan. That’s why we guide you every step of the way, from consulting on all aspects of the plan to providing onboarding services, our investment professionals and compliance support are here to help you and your employees achieve your retirement goals. https://lnkd.in/gXZXnk9P

As you are sitting in your retirement plan committee meetings, are your decisions improving participant outcomes? How do you know? Here are 3 savvy ways we've found to improve participant outcomes through smart retirement plan menu design strategy. https://hubs.ly/Q02bPNYs0 #401k #improvement #bestpractices