Q4 Newsletter: Strategic Thinking Edition

  • Bjork Group

Bjork Group_401k Advisor (1)As we begin to say goodbye to 2021, let’s look forward to the new year by addressing employee financial habits after COVID, how a K-shape economy is impacting your workplace and how your retirement plan committee plays an important role in helping employees pursue retirement plan goals.

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Video: 20 Questions to Benchmark Your Retirement Plan

  • Bjork Group

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When was the last time you reviewed your retirement plan - 5 years ago, 3 years ago?

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Roth vs. Traditional IRA: Do You Want to Be Taxed Now or Later?

  • Bjork Group

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Your employees may have questions about one of the first decisions they will need to make – do they want to contribute to a Roth 401(k) or Traditional 401(k)? No matter how you slice it, taxes, income brackets and contribution availability can be confusing, and it is natural for them to need guidance.

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2022 Deadline Nears: Now is the Perfect Time to Review Your Retirement Plan Design

  • Bjork Group

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For the millions of business owners that offer a workplace retirement plan, the COVID-19 pandemic created many financial difficulties.

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Questionnaire: Do You Know the Different Types of Workplace Retirement Plans?

  • Bjork Group

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Help your employees save with a plan that fits your unique organization! Each type of retirement plan comes with its own set of features and tax advantage strategies for employees and employers.

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SEPs, MEPs and PEPs – Discover the Differences and Ideas for Your Workplace Retirement Plan

  • Bjork Group

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Just ask anyone: Uncle Sam and the retirement industry love acronyms. Another was added in December 2020—PEP—which conveniently rhymes with MEP and SEP. The three plan types are 401(k) cousins[1] meaning they share many fundamental similarities, and their main differences relate to the administrative models they use.

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Q3 2021 Newsletter: Measurement + Strategic Planning Edition

  • Bjork Group

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As the first half of the year phases out, it’s time to focus on measuring and begin strategic planning for your retirement plan. There’s a lot of new items on the agenda this year, from the CARES Act rules for repayment of loans to SEPs, MEPs and PEPs. Plan sponsors may have a lot of their plates.

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A CFO's Guide to Financial Wellness

  • Bjork Group

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When employees are financially stressed, they spend three or more hours a week – approximately 150 hours per year – worrying about personal finances or dealing with them at work.

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