Participant Memo: August 2021
Contributing to your employer’s retirement plan as soon as you’re eligible is crucial to meeting your retirement goals.
Participant Memo: July 2021
Saving for retirement can be intimidating, but it doesn’t have to be. Finding reasons not to contribute to your retirement plan will hurt you in the future.
Retirement Times – July 2021
Our 2018 report on Bitcoin (BTC), and the conclusions therefrom, remain relevant today. In short, the prudence in adding Bitcoin to a retirement plan is questionable, at best.
Retirement Times – June 2021
If You are Going to Exclude Active Funds from Your Retirement Plan Investment Lineup, Have Darn Good Reasons.
Participant Memo: June 2021
You can reduce the risk of fraud and loss to your retirement account by following these basic rules.
Participant Memo: May 2021
Health savings accounts (HSAs) have grown tremendously in popularity over the past few years. You’ve probably heard of them or maybe your employer offers one. This memo will uncover answers to common questions you may have about HSAs.
Retirement Times – May 2021
Plan sponsors and retirement plan committees are likely to encounter a myriad of industry-related naming devices and designations.
Participant Memo: April 2021
Retirement is a whole new phase of life. You’ll experience many new things, and you’ll leave others behind – but what you won’t avoid is taxes. If you’ve followed the advice of retirement plan consultants, you’re probably saving in tax-advantaged retirement accounts.
Retirement Times – April 2021
The template Investment Policy Statement (IPS) is crafted by a team of ERISA attorneys and investment professionals.
Participant Corner: Tax Saver’s Credit Reminder
You may be eligible for a valuable incentive, which could reduce your federal income tax liability, for contributing to your company’s 401(k) or 403(b) plan.