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July 7, 2020

The Financial Wellness Pandemic

The coronavirus pandemic has challenged the physical wellness of people all over the world. As of this writing, the total number of people infected has exceeded […]
June 25, 2020

What Constitutes Proper Documentation of Retirement Plan Committee Meetings?

With most retirement plans, the fiduciary responsibility of selecting and monitoring the plan’s menu of investments is designated to a retirement plan investment committee. This committee […]
June 25, 2020

Are Your Participants Experiencing a Fee Imbalance?

Subsequent to the 2012 implementation of ERISA fee reporting regulations (ERISA 408(b)(2) & 404(a)(5)), the Department of Labor (DOL) began to consider the appropriateness of the […]
June 20, 2020

Good Health is the Best Wealth

Believe it or not, staying healthy just might make you wealthy. With small lifestyle changes and healthy choices, you may reduce your annual healthcare costs and […]
June 4, 2020

What Does Wedding Insurance Cover?

First and foremost—Congratulations to the happy couple! As you know, planning a wedding is a large undertaking in both time and money. According to a 2017 […]
May 26, 2020

4 Retirement Plan Options When Changing Jobs

How you choose to deal with your retirement plans when changing jobs will have a lasting impact on the size of your nest egg and ultimately […]