News from Kampstra Wealth Management
Rise of the Zillenial
Zillennials are seeking significantly more holistic employee benefits packages from their employers.
Retirement Readiness: How will you prepare?
Three key areas in which to prepare to be ready for retirement.
Plan Fiduciaries and the Use of Actively Managed Products
The US Court of Appeals Squarely Rejects the Argument that Plan Fiduciaries Must Choose Less Expensive Index Funds Over Actively Managed Products.
Preparing a Flexible Plan
The best financial plan isn’t static. Instead, it changes with you as your life changes.
Keeping Retirees in Your Retirement Plan
some sponsors may anticipate that their relationship with participants will naturally wind down at retirement, even though only about one in five sponsors prefer participants to leave their plans when they exit the workforce. Sponsors should carefully weigh the pros and cons of encouraging retirees to remain on board.
The Inflation Reduction Act: What Does It Mean for You?
As you probably heard on the news, President Biden signed the Inflation Reduction Act of 2022 on August 16. Among other things, the legislation includes various initiatives such as locking in the American Rescue Plan health coverage rates through 2025, increasing taxes for large corporations, incentives for clean energy use, and significant investments in making health care and prescription drugs more affordable.
Revenue Sharing Decisions
As a result of the significant rise in revenue sharing litigation it behooves plan fiduciaries to confirm and document the prudence and appropriateness of any revenue sharing arrangement.
Help For Maintaining Your Wealth
As you work toward financial independence and building wealth, it may be necessary to engage professional help to ensure the wealth you build is protected.
Safe Harbor Options
Learn how adopting safe harbor design results in less administrative burdens, and as a result often results with lower administrative costs for the plan.
Achieve Financial Independence by Thinking Beyond Your Salary
Many employers offer valuable benefits that can help get you one step closer to achieving financial independence. Here are just a few you should be taking full advantage of.
News Archive
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