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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...
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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...
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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...
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401(k) Plans and Lawsuits
From the 1990’s forward, litigation against 401(k) plan sponsors has tripled; now surpassing litigation brought against medical...
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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...
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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...
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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...
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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...
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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...