Participant Financial Wellness Services

Department of Labor – Electronic Disclosure Rules

Department of Labor – Electronic Disclosure Rules

The final rule establishes a new, voluntary safe harbor for retirement plan administrators who want to use electronic media, as a default, to furnish covered documents to covered individuals, rather than sending potentially large volumes of.

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.

Financial Institutions Insights “COVID Recession”

Recommendations

It seems a bit trivial to discuss economics and investment strategy in the middle of a pandemic. What’s really important anyway? Where interest rates are headed or how to remain healthy while this invisible killer terrorizes the globe? One thing we can do is explain what we.

Stocks and Elections

Stocks & Elections
_{It's often a non-event!}

As elections approach, our knee-jerk reaction is to become much more conservative by nature. On the surface this makes good sense, but how do markets typically perform before and after elections? A look at some data is warranted to analyze. .

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...