Financial Services & Wealth Management News
May 25, 2021

Good Reasons to Include Actively Managed Funds in Your Retirement Plan

If You are Going to Exclude Active Funds from Your Retirement Plan Investment Lineup, Have Darn Good Reasons The tidal surge of funds flowing from actively […]
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 […]
April 26, 2021

5 Tactics to Increase Retirement Plan Participation

Employees fail to enroll in their retirement plan for a variety of reasons. They may be intimidated if it’s their first time around or they might […]
March 24, 2021

Retirement Plan Committee Activities

A retirement plan committee consists of co-fiduciaries who are responsible for all plan management activities that have been delegated to them by their plan’s named fiduciary. […]
March 24, 2021

401(k) Plan Tax Credit Summary

Eligible employers may be able to claim a tax credit of up to $5,000, for three years, for the ordinary and necessary costs of starting a […]
February 23, 2021

Excessive Fee Litigation: The Best Defense is Compliance

Excessive fee litigation is increasing at a steady pace and all signs are it will continue to increase. The positive side of this situation is that […]