Financial Services & Wealth Management News

401(k)

September 14, 2018

National Retirement Security Week

To elevate the importance of personal retirement planning, NAGDCA is working with the House and Senate to pass a congressional resolution supporting National Retirement Security Week […]
June 4, 2018

Are You Prepared for an IRS Audit?

Michael Viljak, Manager of Advisor Development The Internal Revenue Service’s (IRS’s) Employee Benefit Audit Program is used to audit and enforce. The IRS’s emphasis, with respect […]
April 12, 2018

Behavioral Finance: Can Enhanced Active Choice Help Increase Participation?

Deferred compensation programs typically offer open enrollment year-round. Employees can choose to participate when they feel ready and motivated to do so. This traditional enrollment method […]