Financial Services & Wealth Management News
August 1, 2021

Measuring Financial Wellness

Establishing financial wellness metrics has become increasingly important over the last year. The COVID-19 pandemic has created economic hardships for many American families, depleting emergency funds […]
June 24, 2021

7 Ways to Reduce Fiduciary Liability

In 2020, nearly 100 lawsuits alleging breach of fiduciary duty were filed. And with the number of 401(k) lawsuits on the rise targeting plans both large […]
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, […]
May 27, 2021

Picking the Right Golf Partner

It’s not that different from picking the right financial advisor Have you ever thought about what kind of golf partner best suits your game? Maybe you […]
May 25, 2021

What is the status on allowing 401(k) match for student loan payments?

A newly proposed Senate bill by Senate Finance Chairman Ron Wyden, would enable participants to continue saving for retirement while repaying their student debt even in […]