4 Things Every Person Should do by the End of the Year
The end of the year is coming quickly, less than 2 weeks and 2018 will be here. Here are 4 things every person should do before the end...
Get Your Fiduciary Right – Before it gets You
Named Fiduciary "Mother of All Fiduciaries" Companies are not required to sponsor a retirement plan for their employees. However, the...
Tax Reform and Your 401(k)
The initial tax plan has finally been released this morning. As with anything that affects so many people there has been enormous...
401(k) Plans and Lawsuits
From the 1990’s forward, litigation against 401(k) plan sponsors has tripled; now surpassing litigation brought against medical...
What Makes an Outstanding Retirement Plan Advisor?
The Retirement Advisor Council (RAC) recently released a report on the value Outstanding Plan Advisors bring to Plan Sponsors. The...
Why Save Money?
So often articles are written with an attitude of scolding us into saving more money – or trying to motivate us into saving some of our...
Social Security Plus Your 401(k): Partners in Retirement
The most common question we get from plan participants is whether social security will still be around for future retirees. We always...
Annual Quarter Cast
Review One year ago, when we provided our annual forecast, we estimated that the S&P 500 would get up to 2284 in 2016. The high for the...
Ways To Save Money
Last month we talked about reasons to save money. We discussed specifically that savings for emergency situations and retirement is a...