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Corporate Retirement, Business Banking

How Data Analytics Can Help You Make Retirement Plan Decisions

11/14/2019
If you’re not using data analytics to help you make progress toward improving participant outcomes, then you could be missing out on a key component of plan governance. Data analytics are becoming a meaningful part of defined contribution plan governance for retirement plan fiduciaries.
Corporate Retirement, NestEgg U, Business Banking

Is Your Retirement Plan Meeting Your Employees' Objectives?

09/23/2019
Are your company's employees saving enough for retirement? Maybe not, according to a report from the National Institute on Retirement Security, which states that four out of five Americans have less than a year's income saved for retirement.
Corporate Retirement, ERISA, Business Banking

Lawsuits Over the Years and What It Means for Plan Sponsors

09/03/2019
The barrage of excessive fee lawsuits filed in 2006 started a trend that continues to this day. At first, plan sponsors saw early signs of success in getting cases dismissed. Read on to learn more about lawsuits over the years and what it means for you as a plan sponsor.

The level of professional services offered at a local level rival that of any nationally recognized provider but with a much more personal touch.

Mary Joerg | Accounting - Controller, Coonrod & Associates

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