June 4, 2020
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
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 […]
May 26, 2020
The duty to provide participants with sufficient information to make consistently informed retirement investment decisions is a basic fiduciary responsibility under ERISA Section 404(a). However, there […]
May 26, 2020
Rising healthcare costs are on everyone’s mind, even for affluent people. In fact, 69 percent of affluent pre-retirees cite rising healthcare costs as one of their […]
May 25, 2020
Some retirement plan expenses can be paid for with plan assets — but many can’t. Which are the “reasonable and necessary” retirement plan expenses that can […]
May 25, 2020
Form 5500 is an ERISA requirement for retirement plans to report and disclose operating procedures. Advisors use this to confirm that plans are managed according to […]