Institutional Investment Consulting | Advanced Capital Group

A Strong 403(b) Fiduciary Foundation Reduces Plan Sponsor Anxiety

Over the past few years and accelerating over the past few weeks, there has been a significant increase in 403(b) retirement plan litigation and enhanced government scrutiny over 403(b) plans in general.

Since 2016 over 25 private universities have faced lawsuits from groups.

Why Do Plan Sponsors Hire A Retirement Plan Consultant/Advisor to help with their employer 401(k) plans?

After working over 25 years in the retirement plan industry, I still often get asked, “Why would I hire a Retirement Plan Consultant/Advisor to help with our 401(k) plan when that is what our recordkeeper is for or that is my job?”

The role of the.

4th Quarter 2019 Strategy - “PMI Data Stokes Slowdown Concerns”

Economic Overview

The U.S. economy chugs along at a 2.0% pace (GDP) with a quarterly range between 1% and 3%. Recall GDP advanced 3.1% in the 1^st quarter and the 2^nd quarter was reported at 2.0%. Expectations for the 3^rd quarter are centered around.

Year End Planning Ideas

End of Year Planning
What to consider before 2020.

Idea #1: Convert or Fund a Roth IRA:
If you earn more than $137k as a single filer or $203k jointly you are not allowed to contribute to a Roth IRA for 2019. There is however, no limit on.

Feature Articles: Institutional Investment Consulting

A Strong 403(b) Fiduciary Foundation Reduces Plan Sponsor Anxiety

By Bernie Heffernon, AIF®, CFS

November 18, 2019Institutional Investment ConsultingRetirement Plans

Since 2016 over 25 private universities have faced lawsuits from groups...

Why Do Plan Sponsors Hire A Retirement Plan Consultant/Advisor to help with their employer 401(k) plans?

By Stacy Allen, AIF®, PRP

October 08, 2019Institutional Investment ConsultingRetirement PlansParticipant Financial Wellness Services

The role of the...

Reduce Risk in Your Defined Benefit Plan – Asset Liability Immunization Strategy (ALIS) Explained

By Tony Albrecht, CFA®

May 30, 2019Institutional Investment ConsultingRetirement Plans

Often the focus of Defined Benefit (DB) Plans is on the return generated by the plan assets. The DB assets are managed to provide an attractive rate of return which usually requires a significant allocation to equities or other forms of risk-seeking assets in...

“SECURE” Legislation

By Justin Dorsey, J.D.

May 21, 2019Institutional Investment ConsultingRetirement Plans

Setting Every Community up for Retirement Enhancement (SECURE) Act

On March 29, 2019, House Ways & Means Committee Chairman Richard Neal, D-Mass., introduced new bipartisan legislation, The Setting Every Community up for Retirement Enhancement (SECURE) Act of 2019, which eases the ability to offer...