January 1, 2021
We understand that life is constantly changing, affecting you and your family. Life insurance helps you prepare for life’s contingencies whether your needs involve mortgage protection, […]
December 23, 2020
Plan Sponsors should understand that terminated employees who left their account balance in your plan, are still considered participants under ERISA. As such, they have the […]
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 18, 2020
Many estate plans include a program of making lifetime gifts. So, is it sometimes better to distribute Lifetime gifts that have the potential to offer important […]
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 […]