A selection of links and resources to aid your discovery process.
Client Log-ins
- Client Portal
- Fidelity Account Log-in
- Alerus Plan Participant and Sponsor Log-in
- TPC Plan Participant and Sponsor Log-in
Retirement Plans
For Plan Sponsors
- SECURE 2.0 Key Provisions. The Act included expansion of support for retirement savings and workplace benefits. This chart summarizes SECURE 2.0’s provisions by effective date.
- If You Are a Plan Sponsor, You Are a Plan Fiduciary. A summary of responsibilities and the different professional resources available to help fulfill your fiduciary role.
- Best Practices for the Retirement Plan Committee. Do’s and Don’ts for managing fiduciary risk.
- 401(K) Plan Checklist to help keep your plan in compliance with many of the important rules.
- IRS 401(k) Plan Fix-it Guide
- Cash Balance Plans. An introduction to these retirement plans with higher contribution limits. Includes information to help you assess whether your business may be a good candidate.
For Plan Participants
- Traditional vs. Roth? Considerations for addressing one of the most common questions we hear from plan participants.
- Online Security Tips. Basic rules to reduce the risk of fraud and loss for plan participants and beneficiaries who check their retirement accounts online.
- Consolidating Your Accounts. Simplifying our financial lives helps declutter our minds. Review the advantages of consolidating your accounts and some of the reasons it might make sense for you.
- Budget Worksheet. The thought of creating a budget may bring groans but going through the process can help you make smarter money decisions.
Timely Topics
- The Market Has No Memory. A discussion of the lessons from 2019 by David Booth, Executive Chairman and Founder of Dimensional Fund Advisors.
- Bitcoin: Investment or Bubble?
Insights & Stories
- A Message Worth Repeating A timeless message from 2013
Guidance & Information
- Internal Revenue Service
- Social Security Administration
- 360degrees of Financial Literacy. Personal finance resources from the AICPA
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