Financial Services & Wealth Management News

Retirement plan participant

March 4, 2019

Visualize Retirement What Are Your Participants Saving For?

All too often, retirement planning success is measured purely by financial metrics: savings amounts (15 percent per year), income replacement ratios (75 percent of preretirement income), […]
February 21, 2019
Reminder about the Changing Rules for Hardship Withdrawals

As 2019 is fast Approaching, a Reminder about the Changing Rules for Hardship Withdrawals

The opportunities to take in-service distributions from retirement plans are limited prior to age 59½. An exception is hardship withdrawals. The requirements for hardship withdrawals are […]
December 5, 2018

Exchange Your Old Retirement Solutions for New Ones

What is an Exchange? An exchange is a turnkey solution for businesses that allows you to provide the benefit of a retirement plan while offloading some […]
August 6, 2018

Is it Time for a Retirement Plan Check-Up?

It’s important to conduct regular check-ups on your retirement plan to make sure you are on track to reach your retirement goals. Below are a few […]
August 6, 2018

Collective Investment Trusts — The Fastest Growing Investment Vehicle Within 401(k) Plans

For almost a century, collective investment trusts (CITs) have played an important role in the markets. They were originally introduced in 1927. A 2016 study showed […]
July 2, 2018
Preventing Uncashed Retirement Checks

Tips for Preventing Uncashed Retirement Checks

Managing uncashed retirement checks may be considered a nuisance by plan administrators. Nevertheless, the employer still has a fiduciary responsibility when a former employee fails to […]