Insights

Defined Contribution Plan Participants’ Activities, First Quarter 2020

For more details and information about these, and more, 1st quarter 2020 Defined Contribution Plan findings, please click here to see the May 2020 Investment Company Institute Research Report prepared by Sarah Holden, ICI senior director of retirement and investor research, Daniel.

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.

Variable Annuities are Rarely Attractive

Variable Annuities are Rarely Attractive.
A product often sold but rarely sought!

Avoiding the annuity hustle.

As markets correct and the world becomes more uncertain, there is one thing you CAN be sure of during times like these - aggressive annuity salespeople. Why you ask?  One of the most seductive.

Defined Contribution Plan Participants’ Activities, First Quarter 2020

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

Financial Institutions Insights “COVID Recession”

Variable Annuities are Rarely Attractive

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...