December 18, 2020
We visit doctors to maintain our physical health, but who do doctors visit to maintain their financial well-being? Helping us maintain good physical health is what […]
December 18, 2020
When you meet with your financial advisor for your year-end checkup, what should you ask? Should you just show up and listen to what your advisor […]
December 2, 2020
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 […]
November 19, 2020
Who manages your hard-earned money is a task that shouldn’t be left to just anyone! The process of hiring a financial advisor requires research, trust, and […]
August 31, 2020
Employers have heard a lot about financial wellness. However, employers don’t always recognize the connection between financial wellness and improved retirement savings behavior as well as […]
July 26, 2020
Summer Homework for Fiduciaries Morgan Davis, Plan Advisor As you bask in the glory of summer over the next couple of months, don’t forget the three […]