By Dan Shapiro, AIF®, CPFA® You want the best for your employees. And as a responsible employer, you understand the...
5 Ways Plan Sponsors Can Improve Retirement Outcomes for Their Participants
By Dan Shapiro, AIF®, CPFA® As a plan sponsor, you have the opportunity to support your employees in confidently pursuing...
It’s Financial Wellness Month: Is it Time to Update Your Investment Options?
By Dan Shapiro, AIF®, CPFA® Managing an employee retirement plan can create responsibility for you to ensure your participants’ best...
How Plan Sponsors Can Educate Participants on Avoiding Early Withdrawals
By Dan Shapiro, AIF®, CPFA® As a retirement plan sponsor, one of your main objectives is to maintain employee participation...
5 Reasons to Review Your 401(k) Plan in 2023
By Dan Shapiro, AIF®, CPFA® As an employer offering a 401(k) plan, it’s important to set up an annual review...
Plan Sponsors, Don’t Neglect Your Plan Fees Review
By Dan Shapiro, AIF®, CPFA® As a plan sponsor, you have a major responsibility when providing retirement and healthcare plans...
How Do Safe Harbor 401(k)s Work?
By Dan Shapiro, AIF®, CPFA® Sponsoring an employee retirement plan is a balancing act. Business owners want to provide a...
The Top Mistakes Plan Sponsors Make: Part 2
By Dan Shapiro, AIF®, CPFA® In 2021, the Employee Benefits Security Administration (EBSA) collected $1.9 billion in qualified retirement plan...
The Top Mistakes Plan Sponsors Make: Part 1
By Dan Shapiro, AIF®, CPFA® Sponsoring a workplace retirement plan, though a noble endeavor, does come with a need for...
How Can We Help You and Your Plan Participants Weather Stock Market Volatility?
By Dan Shapiro, AIF®, CPFA® It’s no secret that the stock market has seen increased volatility in the last couple...
Why I Started DCS Retirement
When it came time for me to choose a career path, I knew that whatever job I pursued needed to...