Financial Services & Wealth Management News
June 4, 2018

Hey Joel- Am I required to receive ongoing fiduciary training?

Hey Joel! – Answers from a recovering former practicing ERISA attorney Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country […]
June 1, 2018

Financial Wellness: How Long will Your Money Last?

The big question when it comes to retirement is, “How much money am I going to need?” With all of the advanced education and strategy tools […]
May 8, 2018

Hey Joel: Should I distribute the Fiduciary Investment Review to plan participants?

Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former practicing ERISA attorney. Hey Joel, Should I distribute […]
May 8, 2018

Evaluating Your Plan and Fees? Think More, Not Less.

August 1, 2012

Insurance Companies Pay Out Big for Dog Bites

Insurance companies shelled out $479 million to pay for dog bites last year, up from $413 million in 2010. One company alone, State Farm, paid more […]