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July Retirement Plan Newsletter 2021
This month’s newsletter contains insights on bitcoin, fiduciary liability, bundling, and more…
June Retirement Plan Newsletter 2021
This month’s newsletter contains insights on 401(k) match for student loans, online security tips, and more…
May Retirement Plan Newsletter 2021
This month’s retirement plan newsletter contains insights on tactics to increase retirement plan participation, ERISA definitions, and more…
April Retirement Plan Newsletter 2021
This month’s retirement plan newsletter contains insights on investment policy statements, 401(k) plan tax credits, retirement plan committee activities, and more…
March Retirement Plan Newsletter 2021
This month’s retirement plan newsletter contains insights on investment refresh, excessive fee litigation, QDIA, and more…
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…
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