Retirement Blogs
All the latest news about retirement planning and wealth management.
(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:...
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...
Navigating Market Volatility: Why Staying Invested Matters
Lately, you may have noticed the stock market experiencing more ups and downs than usual. While this can feel unsettling, it’s important...
Understanding the Voluntary Fiduciary Correction Program
Historically, vesting schedules have been a strategic tool for employers to balance the costs of retirement benefits while promoting...
2024 Q4 Litigation Landscape
Q4 Litigation Landscape: A “Historic” Excessive Fee Suit, Supreme Court Takes Up ERISA Burden of Proof Case, While More Forfeiture...
Delegation, Oversight and Reporting Back to the Board
The Employee Retirement Income Security Act (ERISA) Section 402(a) outlines the essential requirements for the establishment and...
The Growing Need for Fiduciary Training
According to the DOL, the primary responsibility of fiduciaries is to run the retirement plan solely in the interest of participants and beneficiaries. Fiduciaries who do not follow these guidelines can be held personally responsible. Being a fiduciary comes with significant responsibility and should involve sufficient training.
2024 Plan Limits
The IRS announced cost-of-living adjustments affecting 2024 dollar limitations for pension plans and other retirement-related items.
Money Mantras
Money Mantras Are the recent market swings causing you some anxiety? These four money mantras can help you overcome it. Whether it’s the...
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