In September, the U.S. Department of Labor (DOL) released an Interpretive Bulletin that updates guidance on audits of benefit plans under the Employee Retirement Income Security Act. The updated guidelines… Read More
How to Pay for Long-Term Care: 8 Strategies
For most, it is difficult to think about the possibility of needing long-term care. But many will need it. Start the discussion and prepare yourself now so you do not… Read More
Employee Health and Welfare Article
Retirement Investing During Political Elections
Historically, election years tend to bring varied levels of uncertainty and volatility to the stock market. This can translate into potential anxiety and a lack of confidence to the retirement… Read More
DOL Brokerage Window Guidance and Cryptocurrency Accounts
Recently, the U.S. Labor Department issued new 2022 guidance regarding 401(k) retirement plans that offer, or are considering offering, investments in cryptocurrency and/or self-directed brokerage accounts in their plan menu…. Read More
What Is a Recession and What Does That Mean for the Markets?
As the seasons change and the days start to get chillier, market trends are calling for doom and gloom in the economy. Some argue that a recession is inevitable if… Read More
Cybersecurity Must Be a Priority for Plan Fiduciaries
Most 401(k) plans have access to a large pool of funds, making them an attractive target for cybertheft. And while stolen funds are devastating, unauthorized transactions aren’t the only goal… Read More
Employee Health and Welfare Article
Don’t let the market volatility spook you!
Market Tricks and Treats With the recent market volatility, it’s understandable that you may be concerned about your investments. Don’t let the market volatility spook you! Consider the following tips:… Read More
Retirement & Lifestyle Planning Article
Market Update: Third Quarter 2022
The third quarter of 2022 was another challenging time for most investors. US stocks, international stocks, and US bonds all had declining prices. The root issue is still inflation. While… Read More
Retirement & Lifestyle Planning Article
How to Create Ultra-Secure Passwords That Keep Hackers Away
With data breaches occurring more and more, it is important to protect personal information stored in online accounts with secure passwords. The majority of passwords do not pass the test…. Read More