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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 […]
July 24, 2018
Rental car on map

Does My Auto Policy Cover a Rental Vehicle?

Whether you are renting a car for business or pleasure, you are probably wondering “does my auto policy cover a rental vehicle? Or, do I need […]
July 17, 2018
Saving in the pocket

Smart Money Habits You Can Start Any Time of Year

If your new year’s resolution was to spend less and save more, but as you look at your checkbook from the past 6 months, you find […]
July 10, 2018
Home insurance coverage

How Well Do You Understand Homeowners Insurance?

If you are like 95 percent of homeowners, you probably have a homeowners insurance policy. But, how much do you actually know about your coverage? Homeowners […]