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

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 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

Don’t Skip the Match

Don’t skip out on your employer match! This free money from your employer is critical in setting your future self up for retirement success. Let’s take […]
January 26, 2021

Common Fiduciary Errors

An ounce of prevention is worth a pound of cure. This saying is universal and certainly applies to fiduciary responsibility. Beginning the year with an eye […]
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 […]