On August 7, President Trump signed an executive order (EO) directing the Secretary of Labor to, among other things, “reexamine the...
Executive Order Could Open Door for Alternative Investments in DC Plans
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Articles by Strategic Retirement Partners
(Even) Where There’s a Will… Beneficiary Designations Rule
One of the more commonly overlooked aspects of saving in a workplace retirement plan is designating a beneficiary. Most participants...
Saving Smart: Your Guide to Retirement Contributions
Maximize Your Retirement Savings Take Control of Your Financial Future with Smart Contributions Planning for retirement is one of the most...
A Reset on Cryptocurrency Guidance
The rise of digital currencies as an investment vehicle has captured the attention of both institutional investors and retirement plan...
Navigating ERISA: Prohibited Transactions and Their Exemptions
A recent U.S. Supreme Court ruling in Cunningham v. Cornell University reinforces a key takeaway for anyone overseeing a retirement plan:...
Often Underestimated but Mighty Aspects of Your Financial Plan
Preparing for Your 8,000 Day Retirement
Engaging Employees in 2025
Vested Interests
Historically, vesting schedules have been a strategic tool for employers to balance the costs of retirement benefits while promoting...
Fasten Your Seatbelt
Surviving Market Turbulence Economic downturns and turbulent investment markets can make people nervous. Recognize these events as a...
How Are My Investments Taxed?
Understanding Taxation in Your Retirement Plan When you contribute to a retirement plan like a 401(k) or 403(b), you’re doing more than...
What’s the Alternative(s)?
Defined benefit (DB) plans have long benefited from the alpha and broader diversification associated with “alternative” investments such...
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