May 2, 2024 | Plan Administration, Retirement Plans, Uncategorized
Effective retirement plan communications do more than just meet DOL requirements; the best ones engage, educate, motivate, and empower participants. Optimize your communications to connect with employees on a personal level, encourage informed decisions, and foster...
Apr 28, 2023 | Family Finances, Individuals, Uncategorized
If you have teenagers, you’re likely very in touch with the adage, “One day you’re changing diapers, and the next you’re sending them off to college.” One of the results of that compressed passage of time is the bracing reality that your college-bound teen will need...
Dec 20, 2022 | Family Finances, Individuals, Investing Basics, Uncategorized
During the holidays, we think about spending time and reconnecting with family and friends, cozying up by the fireplace, enjoying each other’s company. We also tend to spend quite a bit of money this time of year, on everything from gifts to new year’s resolutions...
Sep 30, 2022 | Retirement Plan News, Retirement Plans, Uncategorized
The US Court of Appeals Squarely Rejects the Argument that Plan Fiduciaries Must Choose Less Expensive Index Funds Over Actively Managed Products. Smith v. CommonSpirit Health. June 21, 2022 In this case, the investment lineup included the actively managed version of...