When we meet with individuals, one of the most overlooked elements of their retirement is also frequently the biggest, their Social...

The HSA (health savings account) is frequently mistaken with it's cousin the FSA. Employees are frequently confused on how these...

Balancing a plan with changing demographics can be a challenge. Employee turnover in a small retirement plan can make or break your plan...

Yes it is a parody site, but The Onion highlights the uncomfortable, frequently making for a quick laugh. The following makes light of a...

Do market highs lead to market lows? If you listened to investment news media, everything has to be either an all-time high or an...

The Department of Labor has issued guidance to help retirement plan fiduciaries when trying to locate and distribute retirement benefits...

As you evaluate your retirement plan providers, you are probably adding a new line of questions to your checklist. Cybersecurity is...

In May of this year, some of us in the South and Mid-Atlantic experienced what can happen when networks aren't secure. The Colonial...

Here they come. If your plan provider wasn't already doing this, they will be providing lifetime income illustrations beginning after...

With each passing day we read in the news about yet another security breach. Whether it is our pipelines or meat processing plants,...

As a participant in a retirement plan, you have many ways to get money into your plan. Pre-tax deferrals, Roth contributions, match...

In January of 2021, the US Department of Labor published compliance assistance release No.2021-01 regarding the investigation process and...

YES, data is very valuable. Some recent court cases against institutions of higher learning's 403b plans and against Shell Oil Company...

After decades of saving, you paid off the home, you saved in your retirement plan, and hopefully, you have some money left over after you...

Recency bias is a tricky thing.

Of course we all know about the ups and downs that the market can provide to your investments. We experienced them in 2000, 2001 and...

With stocks on a tear as of 12/3/2020, many globally diversified and balanced investors are wondering why they should maintain any...

As a rule of thumb, it can be helpful to maintain some savings for a rainy day. During times of high anxiety, it can be reassuring to...

For many retirement plan savers, we frequently set a plan in place and leave it alone. Hopefully at a minimum our plan included...

If the past decade has taught us anything, it is that investing can be hard and still very rewarding. As investors, it is very hard to...