Author
Feb 22, 2019
Blog

Another Way Great Plan Advisors Can Add Value

Want to provide your retirement plan sponsors with greater value to create lifetime clients? We have some suggestions!
Author
Nov 19, 2018
Blog

Need Help Retaining Employees?

Your retirement plan could be the key to improving your company's employee retention rate and recruitment effectiveness. Find out how.
Author
Nov 9, 2018
Blog

Proposed MEP Legislation Would Undermine Fiduciary Protections

ERISA ensures that benefits in employer-sponsored retirement plans are protected from bad actors – but proposed legislation would reduce those protections.
Author
Sep 18, 2018
Blog

IRA Beneficiaries Vs. Designated Beneficiaries

Do you know the difference between an IRA beneficiary and a designated beneficiary? If you have heirs, you should.
Author
Sep 14, 2018
Blog

Morningstar Aims To Tidy Up Commission-Free ‘Clean Shares’ Definition

The investment community is buzzing about "clean shares" but are they really as spotless as they sound?
Author
Aug 21, 2018
Blog

Sacerdote v. N.Y. University: A Cautionary Tale To Plan Fiduciaries

Lawsuits for alleged mismanagement of retirement plans are occurring more frequently than ever. Find out what one of the latest ones has taught us.
Author
Jul 27, 2018
Blog

How a Cash Balance Plan 401(k) Will Secure Your Retirement

Is it time to play catch up with your retirement plan? Adding a cash balance pension plan option to your profit sharing 401(k) plan may be the way to go.
Author
Jul 26, 2018
Blog

Vanguard Drops Its Own Retirement Fund

Vanguard recently removed one of the nation's most popular mutual funds from its own plan. Find out what the biggest takeaways are from this move.
Author
Jun 8, 2018
Blog

2018 HSA Limitation Is In Line With Inflation Adjustments

The 2018 inflation limit for HSAs under high-deductible health plans for calendar year were changed as a result of TCJA ... then they were changed back. Read on to learn more.
Author
Apr 13, 2018
Blog

Bipartisan Budget Act Changes Hardship Withdrawal Rules

It will soon be easier to pull cash from your 401(k) in the event of hardship.