Financial Services & Wealth Management News
January 1, 2021

Life Insurance Guide

We understand that life is constantly changing, affecting you and your family. Life insurance helps you prepare for life’s contingencies whether your needs involve mortgage protection, […]
December 23, 2020

Should Fiduciaries Outsource Retirement Plan Investment Responsibility?

Department of Labor (DOL) enforcement recoveries are on the rise. A recent DOL report indicates that DOL recoveries have doubled since 2018 and tripled since 2016.  […]
December 23, 2020

Former Employees with Plan Assets are Still Plan Participants

Plan Sponsors should understand that terminated employees who left their account balance in your plan, are still considered participants under ERISA. As such, they have the […]
December 23, 2020

Should You Adopt a Plan Committee Charter?

Yes! The primary purpose of a committee charter is to document overall plan governance. It is not dissimilar to how your Investment Policy Statement (IPS) acts […]
December 23, 2020

Retirement Plan Facts

Your employer provides you with a retirement plan for you to save money in, tax-deferred, for the day you bid your career farewell and enter into […]
December 18, 2020

Health of Your Financial Future

We visit doctors to maintain our physical health, but who do doctors visit to maintain their financial well-being? Helping us maintain good physical health is what […]