Salesperson vs. Advisor
Financial Planning
Feb 24, 2021
There is a fine line between advising clients and selling products. Many financial advisors are viewed as salespeople by...
Explore topics
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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The Ease of Working with a Fiduciary Advisor
Retirement Plan Consulting
Jul 13, 2020
The Ease of Working with a Fiduciary Advisor
Retirement Plan Consulting
By: Jude McDonough, CFP® AIF®
Jul 13, 2020
Is the current investment advisor on your corporate retirement plan acting as a fiduciary? If you don’t know the...
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Webcast: What’s in my Target Date Fund
Retirement Plan Consulting
Jun 25, 2020
Webcast: What’s in my Target Date Fund
Retirement Plan Consulting
By: Jude McDonough, CFP® AIF®
Jun 25, 2020
During this brief webcast, Jude McDonough CFP® AIF® discusses the pros and cons regarding Target Date Funds. Disclosures
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What’s in my Target Date Fund?
Investment Management
Jun 05, 2020
What’s in my Target Date Fund?
Investment Management
By: Jude McDonough, CFP® AIF®
Jun 05, 2020
The simplest way that a Target Date Fund (TDF) can be explained is that it assumes that the investor...
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