July’s 401k retirement plan newsletter includes insights on exchanging your old retirement solutions for new ones, tips for preventing uncashed retirement checks, and more!..

June’s 401k retirement plan newsletter includes insights on what you should do to prepare for an IRS audit, how to save early to reach your retirement goals, and more!

May’s 401k retirement newsletter includes insights on fee equalization/levelization, evaluating plan fees, fiduciary hot topics, tips on rebalancing your portfolio, and more!..

We work with small business owners all the time. The entrepreneurial spirit runs through them all, and their passion for their businesses is evident each time we meet.  Most spend the waking hours of their day working on their business and trying to improve their craft in order to help their customers, their employees and their business succeed…

If you are feeling uneasy about your investment performance during these periods of volatile market activity, download this video, “Tuning Out the Noise” to help remind you of the importance of remaining disciplined during uncertain times…

The selection and monitoring of retirement plan service providers is a fiduciary duty. This module describes the various service providers typically engaged by plan fiduciaries to assist with plan administration. It also describes suggested best practices to ensure that such service providers are independent and objective professionals…

This article describes the various forms of liability fiduciaries are subject to, and actions that can help minimize that liability…

Admittedly, the US tax code is confusing enough for most of us to keep track of on a yearly basis. Late last fall you likely heard or were following proposed legislations and versions of the Tax Cuts and Jobs Act (TCJA) bill. Both the House and the Senate each had their respective agenda and proposed numerous iterations and edits along the way…

A retirement plan advisor can serve in either a 3(21) or 3(38) fiduciary capacity, and in some cases, both capacities. The needs and desires of the plan sponsor typically dictate the specific arrangement, which is predicated upon the subject of risk mitigation versus risk avoidance…