Top of Mind


Oct 2018

Budgeting and Retirement Plan Engagement

In this week's Top of Mind, Mike Webb shares how some retirement plan recordkeepers are using budgeting portals to help plan participants save more for retirement.

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Oct 2018

Don’t Pay Full Price!

In this week’s Top of Mind, Mike Webb discusses how utilizing cost saving apps can help make saving for retirement more affordable.

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Sep 2018

Now that Summer's Over, Something to Worry About for the Fall

I hope all of you who work for or with retirement plan sponsors had a delightful summer! As for the fall, it is about to get interesting for most of you mainly due to the Bipartisan Budget Act of 2018, more commonly known as the Tax Reform bill.

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Aug 2018

When Saving for Retirement MIGHT Not Make Sense

It makes a ton of objective sense in most cases to voluntarily save to a retirement plan particularly if you are young and your company makes an employer matching contribution. However; there are some scenarios where saving for retirement MIGHT may not always be the best option.

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