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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.
Corporate Retirement, Business Banking

Should We Have a Retirement Plan Committee?

08/19/2019
If you are an employer or employee who has decision-making authority over your company’s retirement plan, there is a strong chance that you are a 401(k) plan fiduciary. You have a legal obligation to operate the plan solely in the interests of the plan participants and their beneficiaries.

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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