Financial Services & Wealth Management News
December 10, 2021

When It Comes to Planning for Retirement, Participants Want to Hit the Easy Button

According to J.P. Morgan’s 2021 Defined Contribution Plan Participant Survey findings, more than half of the 1,281 respondents indicate that they: •  Are presented with more […]
October 8, 2021

What is Roth and What Does it Mean for Me?

When you hear Roth 401(k), Roth IRA, or just Roth, this is generally referring to a specific type of tax benefit your savings may receive. You […]
September 9, 2021

Beneficiary of Unintended Consequences

Upon becoming eligible to participate in your company’s 401(k) plan, participants are asked to select investments, contribution rate and to indicate a beneficiary designation. This is […]
August 1, 2021

Measuring Financial Wellness

Establishing financial wellness metrics has become increasingly important over the last year. The COVID-19 pandemic has created economic hardships for many American families, depleting emergency funds […]
June 24, 2021

7 Ways to Reduce Fiduciary Liability

In 2020, nearly 100 lawsuits alleging breach of fiduciary duty were filed. And with the number of 401(k) lawsuits on the rise targeting plans both large […]
June 24, 2021

To Bundle or Not to Bundle — What’s Best for Your Business Is the Question

Whether to use bundled or unbundled service providers is an important decision for your retirement plan. A fully bundled arrangement provides an easy, one-stop-shop for services […]