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 about your retirement a...

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 to handle when your...

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 market for the index. The...

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

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 may be something that ...

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

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 Plan Sponsor Council ...

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 survey that was recentl...

ARLINGTON, VA - The National Association of Plan Advisors has published its list of the nation’s top defined contribution (DC) Advisor Teams. Unlike other l...

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

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 we want to use this ...

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 retirement plan adv...

Does your company’s retirement plan offer managed accounts services to participants? Conceptually, managed accounts sound attractive –simply, an investment m...

Defined Benefit Plan Termination Are you considering freezing or terminating your Defined Benefit (DB) retirement plan? Many retirement plan sponsors have al...