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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.