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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 […]
May 26, 2020

Is it Time for a Plan Refresh?

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

How Can You Prepare for Healthcare Expenses in Retirement?

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

How and When to Pay Plan Expenses with Plan Assets

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

Beware of the IRS and DOL: Four Red Flags They Seek on Form 5500

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 […]