Articles & Resources

Explore the latest financial news, 401(k) advice and investing resources from the Sage Rutty 401(k) team.

Fiduciary Best Practices: Why Investment Oversight is Important for 401(k) Committees

Selecting and monitoring investment options for your company’s retirement plan is just one part of your fiduciary responsibility. How do...

Q1 2023 Participant Newsletter

The new year is a time for fresh starts. Help your employees get on track toward reaching their financial goals this year with budgeting...

Defining Workplace Goals is a Vital First Step to an Effective Retirement Plan

Retirement plans can be as unique as your company and its employees. Yet many committees do not take the time to set specific goals for...

SECURE Act 2.0 – What Employers Need to Know

After a lot of excitement, Congress finally passed the Consolidated Appropriations Act which included several new retirement plan...

Q4 2022 Adapting to Change Edition

As 2022 ends, it is time to shift your focus to optimizing your workplace and workforce. The future looks toward powerful partnerships...

Why Is My Account Down

With quarterly statement recently being sent out, you may be seeing a downturn in your balance. In this tele-k we explain inflation and...

4 Ways You Can Benefit from Working With a 401(k) Advisor

As a 401(k)-plan sponsor, you manage everything from fiduciary duties to investment monitoring and plan design optimization to employee...

7 Employer Considerations for a Rewarding Workplace Retirement Plan

Do you want to get the most out of your retirement plan? A plan should benefit both the employer and employees. It’s important to review...

Build a 401(k) Dream Team with the Power of Partnership

Leverage service providers to help your 401(k) plan run more smoothly. As a retirement plan sponsor, you are a valuable member of a team...

4 Simple Steps to Help Understand the Transition to a New 401(k) Provider

Learn what to expect when changing recordkeepers to avoid unpleasant surprises. Change can be exciting but is sometimes stressful....