Financial Services & Wealth Management News
July 16, 2021

August is Wellness Month and #ichoosewellness

Eight suggestions on your way to establishing true financial wellness August is National Wellness Month, an entire month where we can focus on self-care, managing stress, […]
June 24, 2021

To Bundle or Not to Bundle — What’s Best for Your Business Is the Question

Whether to use bundled or unbundled service providers is an important decision for your retirement plan. A fully bundled arrangement provides an easy, one-stop-shop for services […]
June 24, 2021

Bitcoin: Coming to a 401(k) plan near you?

Our 2018 report on Bitcoin (BTC), and the conclusions therefrom, remain relevant today. In short, the prudence in adding Bitcoin to a retirement plan is questionable, […]
December 2, 2020

Annual Retirement Plan Notices

It is that time when plan sponsors need to send annual notices to participants. The 401(k) safe harbor, qualified default investment alternative (“QDIA”), and automatic enrollment […]
December 2, 2020

Cyber Security Issues for Plan Sponsors

The Department of Labor is working on a guidance package addressing cybersecurity issues as they relate to plan sponsors and third-party providers. Tim Hauser, Deputy Assistant […]
December 2, 2020

Post-Election Investment Commentary

Stock markets abhor uncertainty. Currently, investment prognosticators are interpreting the election results to create a relatively “stagnant” legislative environment. This opinion is based primarily on the […]