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This article will take a brief look at ways to correct a failed “ADP” test, the non-discrimination test mandated by the Internal Revenue Code to determine whether 401(k) elective deferrals unfairly favor highly-compensated employees.

It’s time for Christmas cheer and Holiday Open Houses. We’re excited to see our customers and community members throughout the holiday season.

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.

Economies across the globe are showing signs of slowing and many investors are looking for implications for the U.S. economy and investment portfolios.

If you’ve just embarked on your savings journey, figuring out what tools to use can feel like navigating uncharted territory. Even if you’ve been saving for years, there could be savings options you haven’t yet considered. CDs are among those options, and they may be beneficial for you and your financial goals.