Financial Services & Wealth Management News
January 13, 2022

When Does a Participant Loan Become a Deemed Distribution?

A recent IRS Issue Snapshot (link below) affirms that a participant loan is a legally enforceable agreement and terms of the loan agreement must comply with […]
January 13, 2022

Financial Wellness Needs a Long and Short Game

Financial Wellness Needs a Long and Short Game to Work for Both Participants and Organizations In the retirement plan industry, all too often we tend to […]
January 13, 2022

The Auditors Are Coming — Are You Ready?

No one wants to be caught flat-footed when the auditors come calling. And with a new standard issued by the American Institute of Certified Public Accountants […]
January 13, 2022

Ten Things to Know About Your Employer’s Retirement Plan

What it is? Your employer’s retirement plan is a defined contribution plan designed to help you finance your retirement. Federal and sometimes state taxes on your […]
December 29, 2021

Will 2021 See a Santa Rally or a Grinch Collapse?

December effect, January effect, Santa rally and dart-throwing monkeys Back in 1972, Yale Hirsch of the Stock Trader’s Almanac proposed the existence of the Santa Rally […]