SECURE Act | Top 10 Key Provisions
Download the Top 10 Key Provisions for the SECURE Act here.
Download the Top 10 Key Provisions for the SECURE Act here.
2018 Fourth Quarter Video Update
Questions to ask when selecting a Section 529 Plan When comparing 529 plans, consider these questions to determine if a particular plan has the flexibility to meet your needs. Are […]
By Chris Karam, Chief Investment Officer As a lifelong Detroit Lions fan — yes, we exist — I have witnessed just about every which way a professional football team has […]
Retirement plan sponsors and other plan fiduciaries face harsh consequences if they fail to satisfy the stringent standards set forth under ERISA. The best way for fiduciaries to protect and […]
Each of your workers has a unique story, and some demographics in particular may benefit from Roth options in the company’s retirement plan. Young workers, employees in lower tax brackets, […]
Is your company’s retirement plan helping employees save adequately for the future? Are older workers retiring in a timely manner to make way for new talent? An effective retirement plan […]
Are you considering sponsoring a retirement plan for your employees? Perhaps you already sponsor a plan and would like additional help making decisions, such as choosing the best investments for […]
by Sheri Fitts, Chief Marketing Officer It’s no secret that human resources professionals and CEOs have a lot going on. Each day, they are pulled in many directions, from managing […]
According to Morningstar’s 2013 Target Date Series Research Paper, over 92% of the open-ended mutual fund target date assets reside at just 10 money management firms. Of those 10 money managers, 8 offer record keeping services. This white paper offers a road map to help plan sponsors determine whether the current target solution is the appropriate choice.
How to Effectively Use Your NQ Plan to Gain a Competitive Advantage in Today’s Marketplace.