Financial Services & Wealth Management News

401(k)

July 8, 2019

The SECURE Act- Legislation to help Americans Save More for Retirement

It’s no secret that Americans are not saving enough for retirement. The U.S. Government Accountability Office (GAO) recently reported that 48 percent of households aged 55 […]
June 5, 2019

Millennials Know It All. But, Are They Saving for Retirement?

Millennials Know It All. But, Are They Saving for Retirement? Jamie Hayes, CPFA, C(k)P®, AIF®, Senior Plan Advisor Millennials – they’ve infiltrated the workplace and bring […]
March 7, 2019

BNY Mellon Class Action Lawsuit: Did You Receive A Notice Regarding A Class Action Lawsuit Settlement?

Did You Receive A Notice Regarding A Class Action Lawsuit Settlement? Some employers recently received a notice in a class action lawsuit entitled Carver, et.al. v. […]
December 20, 2018

New Year’s Resolutions for Your Business

A New Year is an opportunity to take inventory of your current behaviors and find areas for personal improvement. However, contrary to popular belief, New Year’s […]
October 8, 2018

Hey Joel! – Is my 501(c)(3) organization eligible for a 401(k) plan? Are there any benefits over a 403(b) plan?

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 […]
October 4, 2018

Women and Wealth: Overcoming the Financial Challenges Facing Today’s Female Professionals

Women today are thriving in the workforce. They are entrepreneurs, CEO’s, and leaders in their respective fields. In fact, women represent 47% of the workforce and […]