The Next Big Thing
Investment Management
May 06, 2021
The benefit of hindsight causes many investors to look back and wonder what it would be like to have...
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Is it Time to Reconsider Auto Enrollment?
Retirement Plan Consulting
Apr 15, 2021
Is it Time to Reconsider Auto Enrollment?
Retirement Plan Consulting
Apr 15, 2021
The utilization of automatic enrollment has skyrocketed in recent years to the point that more than half of all...
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Corrective Distributions and Your Fiduciary Duty – Part II
Retirement Plan Consulting
Apr 08, 2021
Corrective Distributions and Your Fiduciary Duty – Part II
Retirement Plan Consulting
Apr 08, 2021
In Part I of this series, we covered safe harbor plans, which eliminate corrective distributions. This part will offer...
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Corrective Distributions and Your Fiduciary Duty – Part I
Retirement Plan Consulting
Apr 01, 2021
Corrective Distributions and Your Fiduciary Duty – Part I
Retirement Plan Consulting
Apr 01, 2021
This is a time of year where 401(k) plans are required to issue refund checks to their highly compensated...
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Contributing to Your 401(k) in 2021
Retirement
Feb 11, 2021
Contributing to Your 401(k) in 2021
Retirement
Feb 11, 2021
The contribution limits for 401(k), 403(b) and 457 plans remain unchanged in 2021 at $19,500 for savers that are...
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The Investment Policy Statement and Your Corporate Retirement Plan
Retirement Plan Consulting
Nov 16, 2020
The Investment Policy Statement and Your Corporate Retirement Plan
Retirement Plan Consulting
Nov 16, 2020
While it is not technically required by ERISA, the Department of Labor (DOL) considers having an Investment Policy Statement...
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Fund Share Classes and Your Fiduciary Role
Retirement Plan Consulting
Aug 24, 2020
Fund Share Classes and Your Fiduciary Role
Retirement Plan Consulting
By: Jude McDonough, CFP® AIF®
Aug 24, 2020
As the plan sponsor of a corporate retirement plan, there are a lot of details to manage. Most plan...
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