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Wednesday, August 9, 2023

In this second part of our series on the biggest threats to your retirement, we’ll be discussing healthcare and long-term care. While most people have been on an employer plan for much of their working career, and hopefully have...

 

Wednesday, July 5, 2023

Is inflation wreaking havoc on your retirement plans? Don’t panic just yet! Here are four ways to fight inflation in your retirement.

 

Friday, May 26, 2023

Managing a retirement plan is a demanding task, as it involves navigating complex rules and regulations, tailoring a plan to a business’s specific interests, as well as offering financial education and opportunities to the...

 

Friday, May 26, 2023

In our previous blog post, we began examining the various financial pitfalls Plan Sponsors can encounter when managing their Company’s retirement plan. These mistakes can have far-reaching consequences, not only for the financial...

 

Friday, May 26, 2023

Planning for retirement is a challenge for most everyone, but it’s especially difficult for Employers sponsoring a retirement plan in light of ongoing legislative changes such as SECURE 2.0. The legislation has over 90 potential...

 

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Monday, March 20, 2023

Life journeys are full of surprises, some of them thrilling and some of them tough to navigate. It’s important to remain flexible, open-minded, and resilient so we can handle life’s unexpected twists and turns. For example,...

 

Monday, March 13, 2023

The BackgroundRegulators, investors, and depositors are having flashbacks to the Global Financial Crisis (GFC) as panic is spreading through the banking industry once again. This time, the focus is on small- and mid-size regional banks...

 

Friday, March 10, 2023

We’ve made it to Part 3 of our blog series on 10 Things Every Cash Balance Plan Sponsor Should Know. In Parts 1 and 2, we covered the essentials of how these types of plans work, and how they can provide benefits to Plan Owners...

 

Thursday, January 26, 2023

For nearly 20 years I’ve had a front-row seat to Cash Balance Plans from both the plan administration and Investment Advisor side. I’ve seen how compelling these plans can be in generating sizable tax deductions and...

 

Thursday, January 26, 2023

Welcome back to Part 2 (of 3) of our series on 10 Things Every Cash Balance Plan Sponsor Should Know. Cash Balance Plans are one of the most advantageous yet overlooked retirement plans available. The four main reasons for this are (1)...

 

Thursday, January 5, 2023

Summary of provisionsOn December 29, 2022, President Biden signed into law the 2023 Consolidated Appropriations Act (CAA), a $1.7trillion omnibus spending bill passed by Congress on December 22 and 23. CAA includes numerous...