Blog | The Siekmann Company

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42:47

SECURE ACT with JPMorgan

Check out our recording of our SECURE Act webinar hosted by The Siekmann Company and JPMorgan Asset Management. Dan Notto and Aaron Siekmann talk through key provisions and legislation that may affect 401(k) plans in 2020 and 2021 through the enactment of the SECURE Act.

An Employer’s Guide to Promoting Wellness at the Workplace

Workplace wellness is an investment in your most important asset—your employees. Studies have shown that employees are more likely to...

Spending Your Tax Refund: 5 Tips for Success

With 2020 at a close, it’s time to get life back on track in 2021. Tax refunds are around the corner which offers a great opportunity to...

Secure Act- What you Need to Know

The SECURE Act represents significant change in retirement plan legislation. This change is intended to benefit both employers and...

Financial Wellness- Help Manage Employee Financial Stress

If you think financial wellness programs are a fad, think again. The industry consensus is that financial wellness not only produces...

Better Analytics to Better Retirement Outcomes

Number Crunching–How can data analytics help you make plan decisions toward improving participant outcomes? If you’re not using data...

Big Data to Drive Participant Outcomes

If you want to predict the wants, needs and fears of participants when it comes to retirement planning, look into the potential of...

Our 401(k) Investments are on the Watchlist. Now What?

As a member of your company’s retirement plan committee, if you have recently been informed that one or more of your company’s retirement...

Fi360 Earns Coveted Accreditation Status for AIF® Designation

Fi360, the nation’s leading provider of fiduciary-related education and technology, announces that it has been accredited for its...

Q3 Retirement Newsletter: Measurement & Strategic Planning for your Retirement Plan!

As we close the first half of 2019, we urge plan sponsors to spend a bit of time reflecting on Measurement and Strategic Planning for...

Boost Plan Participant Confidence : Forward Thinking Tips to Improve your Plan

Four Tips to Boost Your Employees’ Retirement Outlook As many employees look ahead to retirement, 47% of workers feel somewhat confident...

New bill links 401(k) matches to student loan payments

Measure would allow companies to make contributions to retirement plans for employees paying down college debt A bill that includes a...

Business as Unusual: Fiduciary Do’s and Don’ts

https://www.ntsa-net.org/industry-intel/marketbeat/business-unusual-fiduciary-dos-and-donts Plan sponsors often gloss over the reality...

Financial Wellness: Are you On-board?

How to Think About Financial Wellness ROI If you want to sell your C-suite on paying for an employee financial wellness program, you’ll...

Risky Business: Why Plan Governance Matters

Risky Business: Why Plan Governance Matters Participant-driven lawsuits are on the rise, and employers are facing heightened scrutiny of...

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Profit Sharing

Maximize 401(k) Plan Design with Profit Sharing

Profit Sharing Illustration.pdf

Investment Policy Checklist

Stay Compliant!

Profit Sharing Illustration.pdf