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February Retirement Plan Newsletter 2021
This month’s newsletter contains insights on private equity investments in defined contribution plans, common fiduciary errors, and more…
January Retirement Plan Newsletter 2021
This month’s newsletter contains insights on 3(38) advisory services, former employee plan assets, plan committee charters, and more…
Chris Wagner Awarded NAPA’s 2021 Top Retirement Plan Advisors Under 40
Lutz, a Nebraska-based business solutions firm, is excited to announce that Chris Wagner, Investment Adviser at Lutz Financial, has been selected as one of the National Association of Plan Advisors…
December Retirement plan newsletter 2020
This month’s newsletter contains insights on post-election investment commentary, annual retirement plan notices, savings goals, and more…
November Retirement Plan Newsletter 2020
This month’s newsletter contains insights on election year investments, retirement income surveys, retirement plan basics, and more…
October Retirement Plan Newsletter 2020
This month’s newsletter contains insights on traditional vs. roth plans, saving plan documents, budgeting for retirement, and more…
September Retirement Plan Newsletter 2020
This month’s newsletter contains insights on phased retirement programs, financial wellness, tips for increasing your retirement dollars, and more…
August Retirement Plan Newsletter 2020
This month’s retirement plan newsletter contains insights on collective investment trusts, allowable plan expenses, retirement plan check-ups, and more…
July Retirement Plan Newsletter 2020
This month’s Retirement Plan Newsletter contains insights on fee imbalances, communicating with employees, proper documentation of retirement plan committee meetings, and more…
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