Participant Financial Wellness Services

The Top 5 Questions, so far

Slightly more than a week has passed since the passage of the CARES (Coronavirus Aid, Relief, and Economic Security) Act. It was signed on Friday, March 27th. It feels like a month.

As a result of its passage, well-meaning providers, consultants, and advisors (ACG included).

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.

Corporate Bond Market

I want to share something important that is happening in the investment grade corporate credit market. I track the option adjusted spread (OAS) which is essentially the additional yield the investor receives versus a risk-free Treasury security. Prior to the COVID outbreak, the OAS for the.

Is Value Turning the Corner?

From 1959 to 1978, the S&P 500 index compounded at 4.3% annually. Over the next 20 years, it compounded at 17.7% annually. For bond investors over the same time frames, long-term government bonds compounded at 3.4% annually and 11.1% annually. This has often led investors to.

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...