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

The Case for Investment Refresh

Investment refresh is an optional extension to automatic enrollment whereby participants would be notified that, as of a certain date, their current investment allocation will be […]
January 28, 2021

Financial Advice From Financial Professionals

It’s important to remember that even financial experts at one point were financial newbies. Just like many of those starting out, they were trying to figure […]
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

Did COVID-19 Force You to Wrongly Rebalance?

There is no question that COVID-19 has caused untold damage to your retirement plan. Whether you are a few years away from beginning to draw down […]