What a year 2022 has been already! We have faced some major macroeconomic factors and we are positioned to help you navigate these rough waters. We have seen a change… Read More
Retirement & Lifestyle Planning Article
Insights
Employee Health and Welfare Article
Summer Homework Assignments
We know you are enjoying summer! But how’s your retirement plan doing? Summer can serve as a preview of your retirement — long days in the sun and spending time… Read More
Have You Met Your Match?
Just how important is a 401(k) match to your employees? It appears to be top of mind, according to Principal’s 2021 Retirement Security Survey. The study’s results show that the… Read More
Safe Harbor Options
401(k) plans are intended to provide comparable advantages for all employees, and there are numerous safeguards in place to make sure their benefits are allocated equitably. U.S. regulatory measures ensure… Read More
5 Ways You Can Benefit from Partnering with a Retirement Plan Advisor
From decoding key ERISA regulations to keeping abreast of fees and providing educational support to workers, there are many responsibilities that sponsors possess. Some business owners even forgo offering a… Read More
Protecting Your Family Article
Understanding Guardianship for Older Adults
One day you may find yourself involved in guardianship proceedings for an elderly parent or relative. Here’s an overview of what guardianship means today, how the court evaluates the adult,… Read More
Retirement & Lifestyle Planning Article
Taking the Stairs Up and the Elevator Down
We were treated to one of the greatest bull markets in modern history during the last decade. It’s not that we didn’t experience sell-offs. We did. During 2011 and 2018,… Read More
Employee Health and Welfare Article
Beneficiary Designations – Who will get your money?
Although not a pleasant topic, it is an important one – Who is the named beneficiary of your retirement account should you pass away? When you enrolled in your retirement… Read More
Is Participant Choice a “Get Out of ERISA Court Free Card”?
Finally, something everyone could agree on — at least on the Supreme Court of the United States. The question before the court in Hughes v. Northwestern University was the plausibility… Read More