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August 7, 2018
Stressed out woman

Debt Vs. Savings

One of the most common questions our clients ask is “What should I do first? Should I pay down debt or save and invest?” Although this […]
August 6, 2018

Is it Time for a Retirement Plan Check-Up?

It’s important to conduct regular check-ups on your retirement plan to make sure you are on track to reach your retirement goals. Below are a few […]
August 6, 2018

Hey Joel! – Is there regulatory guidance that would indicate whether forcing out terminated participants is favorable to keeping them in?

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 […]
August 6, 2018

Collective Investment Trusts — The Fastest Growing Investment Vehicle Within 401(k) Plans

For almost a century, collective investment trusts (CITs) have played an important role in the markets. They were originally introduced in 1927. A 2016 study showed […]