Secure Act 2.0

With over 92 different retirement plan provisions, it’s a lot to unpack – but we did it!  This new legislation


2023 Contribution Limits

The following limits are going up for 2023:  Maximum contributions for 401(k), 403(b) and 457 increases to $22,500  The annual


Dollar Cost Averaging

Dollar-cost averaging will not guarantee a profit or protect you from loss, but may reduce your average cost per share


What is a Recession?

How has the economy affected your life recently? Everyone, and I mean everyone, worries about it at some point, especially


The Tale of Two Economies

More than a year into the COVID-19 pandemic, there are signs of recovery in the U.S. Millions of vaccines have

2022 Contribution Limits

The new Retirement Plan Contribution Limits are official! The following limits are going up for 2022: Maximum contributions for 401(k),


Year-End Wrap-Up

With Cycle 3 deadlines fast approaching, now is a great time to review your retirement plan. Measuring your retirement plan’s data


DEI Best Practices and Implementation

DEI Best Practices and Implementation, featuring our guests from the Oklahoma Center for Community and Justice (OCCJ), Switchgear and GableGotwals

Normalizing Retirement Savings Habits

Many American workers struggled financially before the COVID-19 pandemic. Therefore, it isn’t surprising that this crisis could greatly hinder their