Do you know the difference between a fiduciary and a broker? A fiduciary must by law act in your best interest, however not all advisors act as a fiduciary. In…
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Is your broker really a retirement plan advisor? Plan sponsors need to be working with a retirement plan advisor who understands their complexities and fiduciary responsibilities. Participants should check to…
Set yourself up for success with these top 4 tips for 401k plans. 1. Enroll in the plan! You got to be in it to win it! 2. Maximize the…
Fee Levelization is the process of leveling the playing field for all retirement plan participants so that everyone pays their fair share of the costs associated with operating the plan….
Plan Sponsors of small & mid-sized Retirement Plans need to take note of the Top 4 Plan Design features for 401k plans. Auto-Features are the future of 401k plan design….
A happy employee is a more productive employee! Studies have shown that when employees are financially insecure it takes away from their ability to perform their jobs at a high…
The Fiduciary Rule is DEAD! PART 2… The Fiduciary Rule required that all financial advisors act as a Fiduciary when providing services to ERISA covered retirement accounts. This means that…
This is the 1st episode of The Retirement Rant! We talk all about what it means to be a fiduciary and how the DOL’s Fiduciary Rule is now DEAD… The…
Welcome to my YouTube channel! I’m super excited to share educational material with you about various topics including, retirement planning, financial wellness, personal finance, and much more! This is my…
The tax reform passed in 2017 will affect many of our clients. Popular deductions, like mortgage interest and SALT (state and local tax), were capped. And the personal exemption was…
