Financial Services & Wealth Management News
February 26, 2021

Plan Your Finances as You Would Your Exercise

You exercise to benefit from your sweat equity in the future, right? Waking up early in the dark mornings of winter to exercise comes hard. Once […]
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 […]
February 23, 2021

QDIA…. Why is it important?

The qualified default investment alternative (“QDIA”) is arguably the most important investment in a plan’s investment menu. By far the most often selected QDIA investment is […]
January 26, 2021

Continuity, Coronavirus, ERISA, Stimulus Package

The coronavirus relief includes a “temporary rule preventing partial plan terminations” for plan sponsors of defined contribution retirement plans. The provision specifically states, “A plan shall […]
January 25, 2021

Avoid the Two Income Trap

Combining love, lives and laundry is one thing. Combining your money is another. Newly married couples who both work would do well to think about what […]
December 23, 2020

Should Fiduciaries Outsource Retirement Plan Investment Responsibility?

Department of Labor (DOL) enforcement recoveries are on the rise. A recent DOL report indicates that DOL recoveries have doubled since 2018 and tripled since 2016.  […]