Participant Financial Wellness Services

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: Participant Financial Wellness Services

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...