News from Kampstra Wealth Management
Dear Prudence: What is Prudence Anyway?
When it comes to monitoring and selecting investments, the responsibility lies with the ERISA fiduciary for managing your company’s 401(k) plan, and this means the fiduciary is subject to ERISA’s prudent man rule (sometimes referred to as the “prudent expert rule”). What exactly is a prudent expert?
The Cost of Missing a Market Rebound
Panic selling is not an investment strategy.
Your Plan Fiduciary Must-Do and Should-Do Lists
When you’re a plan fiduciary, you are, of course, prioritizing what ERISA law requires of you. But there is also a list of things that you can do proactively that will keep the plan—and plan fiduciaries—out of trouble.
5 Types of Insurance your College Student May Need
Your college-bound teen will need countless check-list items, including insurance!
What’s in a Benchmark?
Benefits of using the Russell benchmarks.
Need a Tax Break?
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.
How Many Retirement Plan Committees Does Your Organization Need?
Retirement plan committees can help plans function more efficiently and effectively. They aren’t a requirement under ERISA, though many organizations choose to establish committees for the many advantages they offer.
What Investors Need to Know about FDIC Insurance and SIPC
With recent headlines about two failed U.S. banks and their ripple effect throughout the banking sector, you might be wondering how the FDIC and SIPC are protecting your assets.
The Retirement Reshuffle Is Impacting Plan Sponsors
Across the nation, more and more workers are expecting to postpone retirement. And delays don’t just affect employees — more than a third of employers are concerned about increased health and benefit costs, negative impacts on their staff’s mental health and barriers to hiring new talent.
CDs and Savings Accounts
CDs and high-yield savings accounts are offering record-high interest rates.
News Archive
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