Q1 Newsletter: Fiduciary Plan Governance

  • Bjork Group

Bjork Group-Sean Bjork-Fiduciary Governance

The workforce is changing as we know it, and efforts like DEI, sustainable ESG investing and proactive preparation for DOL audits can help employers like you keep up with this transformative period.

Image

Video: Get to Know Your Retirement Plan Committee

  • Bjork Group

BJORKG~2-2If you think you’re alone in managing your 401(k) plan, think again! A Retirement Plan Committee is a dedicated group that manages investment options, oversees retirement plan administration and provides fiduciary oversight and accountability.

Image

Live Your Best Life: Now and in Retirement

  • Bjork Group

BJORKG~2-1Americans are living longer than ever before. Life expectancy is now at 79 years old, and many employees will need to save enough to live 17+ years in retirement.1 How financially prepared are your employees to enter into this next stage of life?

Image

Who’s on Your Retirement Plan Committee?

  • Bjork Group

BJORKG~2Retirement plan committees are super important; they set the direction and priorities of the company’s retirement plan. These actions (or inactions) can have a huge impact on how successful employees are at preparing for retirement.

Image

2022 Contribution Limits for Retirement Plans

  • Bjork Group

BJORK_Annual Contribution Limits_Headline Image-1

The new Retirement Plan Contribution Limits are official!

Image

Year End Wrap-up: Evaluating the Effectiveness of Your Retirement Plan

  • Bjork Group

Bjork Group_Sean Bjork_Annual 401k Benchmark (1)With Cycle 3 deadlines fast approaching, now is a great time to review your retirement plan. Measuring your retirement plan’s data provides key information to help increase its competitiveness, which can be extremely helpful in today’s labor market.

Image

The Tale of Two Economies: Promoting Workplace Benefits in a K-Shaped Economy

  • Bjork Group

Bjork Group_Sean Bjork_K-Shaped Economy (1)More than a year into the COVID-19 pandemic, there are signs of recovery in the U.S. Millions of vaccines have been administered, businesses and offices are reopening and life is starting to look more like it did pre-pandemic.

Image

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.

Image

Video: 20 Questions to Benchmark Your Retirement Plan

  • Bjork Group

HEADLI~1-Jul-08-2021-04-39-59-49-PM

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

Image

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

  • Bjork Group

Headline Image - Tax Now or Later

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.

Image