On May 21st, The Department of Labor announced new guidance on electronic participant disclosures on retirement plans. Here is a short vi...

The global pandemic may have forever changed how businesses conduct their operations and how we interact as a society. As states slowly r...

Congress has reached an agreement on Phase 3 of the COVID-19 relief package – a $2 trillion fiscal stimulus plan aimed at offsetting the imp

For most of us, when we hear about cyber-security threats, we initially think of our bank accounts and our credit cards. Don't forget abo...

Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough...

On March 11th, 2020 the Dow Jones Industrial Average closed down more than 1,400 points, marking the end of a historic 11-year bull marke...

The Plan Sponsor Council of America recently released the results of their 62nd Annual Survey of Profit Sharing and 401(k) Plans. Listen ...

Please find the market commentary for Q4 2019 here!

Listen as Brea Dantin describes the components of the Qualified Automatic Contribution Arrangement (QACA) and how to determine if this ma...

After 3 years of work and development, congress passed the Secure (Setting Every Community Up for Retirement Enhancement) Act. This bill ...

This video provides some practical notes on the implications the IRS retirement plan contribution limits may have on your employees.

Please find the market commentary for Q1 2019 here!

A summary of 403(b) Retirement Plan Trends for 2019 based on results from the Plan Sponsor Council of America Survey There was a recent P...

2019 401(k) Plan Trends Today we're going to be talking about 401(k) plan trends. After reviewing the Plan Sponsor Council of America sur...

ARLINGTON, VA - The National Association of Plan Advisors has published its list of the nation’s top defined contribution (DC) Advisor T...

On November 1, 2018, the IRS announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-rel...

We've had a number of clients ask us about student loans and employer sponsored retirement plans. There's a new private letter ruling so w...

Changing the way you think about required minimum distributions from your company retirement plan.

This brief video highlights some of the main differences between a 3(21) investment advisor and a 3(38) investment manager. When hiring a...