Participant Financial Wellness Services

SECURE Act

In a major victory for the advocacy efforts of the American Retirement Association, the most comprehensive retirement savings policy bill since the Pension Protection Act of 2006 was signed by President Trump on December 20. Years in the making, the Setting Every.

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.

1st Quarter 2020 Strategy

Financial Institutions Insights

1st Quarter 2020 Strategy

“A Short-Term Rebound Followed by Economic Softening”

Recommendations

Interest rates declined 90 basis points in 2019. While current levels seem low (5-year Treasury note yield at 1.60%), remember in 2012 the same Treasury had a yield 0.50%. Unless the duration of your bond portfolio is.

Fourth Quarter 2019 Municipal Insight

The noisy themes for the 4th quarter were centered on concerns of a global economic slowdown, uncertainty related to trade negotiations, and manufacturing weakness in the US and abroad. These themes were countered by strong domestic employment numbers , real wage growth,.

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...