Financial Services & Wealth Management News

retirement plan advisor

October 30, 2019

The Top Three Reasons to Outsource Fiduciary Services

Many companies are outsourcing more and more activities, mainly because outsourcing can provide cost savings and increase productivity. Outsourcing allows companies to focus more on their […]
October 30, 2019

Keeping in Compliance: IRS Tips for Plan Sponsors

As an employer, you’re responsible for keeping your company’s retirement plan in compliance at all times. Additionally, your plan document should be reviewed on an annual […]
September 24, 2019

September Employee of the Month- Kim Smith

September 4, 2019

Index Funds – Looking Beyond Fees

The flow to passive management is one of the biggest talking points of the decade. With this shift came the daunting task, and responsibility, to better […]
September 4, 2019

Student Loan Contribution Programs: The New Way to Recruit and Retain Millennials in Today’s Workplace

As human resource managers begin working on updating their benefits package, it’s important to remember that millennials are quitting their jobs faster than employers can hire […]
September 4, 2019

Why We Use Russell Instead of S&P

Ever wondered why we use Russell instead of S&P for benchmarks in the RPAG system? Here are four important reasons: Russell ranks each company in the […]