December 18, 2020
Many estate plans include a program of making lifetime gifts. So, is it sometimes better to distribute Lifetime gifts that have the potential to offer important […]
December 2, 2020
It is that time when plan sponsors need to send annual notices to participants. The 401(k) safe harbor, qualified default investment alternative (“QDIA”), and automatic enrollment […]
December 2, 2020
Most people need to save more — often a lot more — to build a nest egg that can meet their needs. Many financial experts recommend […]
December 2, 2020
The Department of Labor is working on a guidance package addressing cybersecurity issues as they relate to plan sponsors and third-party providers. Tim Hauser, Deputy Assistant […]
December 2, 2020
Stock markets abhor uncertainty. Currently, investment prognosticators are interpreting the election results to create a relatively “stagnant” legislative environment. This opinion is based primarily on the […]
November 25, 2020
Analyzing your past financial decisions is essential to changing behaviors As Charles Dickens tells us in his celebrated Christmas fable, the self-defeating ways we behave financially […]