Q&A on Plan Document Restatements

Qualified retirement plans must restate their documents every five to six years (based on the type of document) in order to remain compliant. Here are a few questions that are commonplace during this time: Why do we need to restate the plan document? Regulations get...

Perspectives on Retirement

Part of what we strive to do at Axia Advisory is bring new ideas to our clients. With that in mind, we began a series of publications that we’re calling “Perspectives on Retirement.” A few times a year, Axia sits down with an expert in the retirement field to discuss...

Regrets and the Role of the Plan Sponsor

A recent report by TIAA-CREF (“Ready to Retire”) showed that 52% of those surveyed between the ages of 55 and 64 wish they had started saving sooner for retirement. Of that same group, 47% wished they would have saved more of their paycheck. According to the survey,...