Over the past couple of years, the so-called “Great Resignation” has led to an unprecedented number of career changes. At the same time, the boom in remote and gig work… Read More
Insights
Retirement & Lifestyle Planning Article
Do You Need to Sign Up for Medicare at 65?
For the past four decades, age 65 marked the time when you would leave your job, start your pension, file for Social Security, and enroll in Medicare. Not anymore. Since… Read More
Retirement & Lifestyle Planning Article
A College Education Minus the Debt
Fully funding a college education without debt is no simple task. It’s no secret that the cost of a four-year degree has soared. But do you realize how much it… Read More
Employee Health and Welfare Article
Have You Done Your Homework on Retirement?
Pop Quiz A. In order to maintain living standards in retirement, what percent of annual income do financial professionals think people should save? About 3% About 6% About 9% About… Read More
Revenue Sharing Decisions
As a result of the significant rise in revenue sharing litigation it behooves plan fiduciaries to confirm and document the prudence and appropriateness of any revenue sharing arrangement. Revenue sharing… Read More
Helping Employees Pay Down Student Debt
The ever-growing burden of student loan debt looms menacingly over many Americans, crippling their ability to save for retirement and other financial goals. According to Bankrate, around 60% of Americans… Read More
Keeping Retirees in Your Retirement Plan
According to T. Rowe Price, some sponsors may anticipate that their relationship with participants — as well as their responsibilities toward them — will naturally wind down at retirement, even… Read More
Retirement & Lifestyle Planning Article
Filing the FAFSA: Do it Soon, Do it Right
If you’ve started college planning at all you’ve heard about the FAFSA. Do you need to fill it out? For the vast majority of families, the answer is yes. This… Read More
Retirement & Lifestyle Planning Article
Market Update: Second Quarter 2022
Major stock and bond markets fell again in the second quarter of 2022. The news media has been very loud announcing that it was the worst first half of a… Read More