Financial Services & Wealth Management News
September 28, 2020

To Roth or not to Roth

Many Defined Contribution retirement plan participants are uncertain as to the benefits of allocating their contributions to traditional vs Roth options. This is for good reason. […]
August 31, 2020

Good News 401(k)

T. Rowe Price did a deep dive into its recordkeeping data and surfaced with a few important points. Its “Reference Point Report” is an annual client […]
August 31, 2020

“Scoring the Progress of Retirement Savers”

More Good News Scoring the Progress of Retirement Savers, a recent report by Empower shows that the median projected income replacement among participants in our study […]
July 26, 2020

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. According to a 2020 […]
February 27, 2020

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 […]
November 27, 2019

Top Ten Fiduciary Responsibilities

A plan fiduciary plays an important role in the organization’s financial health. Not only do they oversee the fiduciary process, but they identify and serve the […]