Broker Check


Monday, March 13, 2023

There is an adage that we are all familiar with, “Don’t put all of your eggs in one basket”. Silicon Valley Bank and its seminal fall to the second largest bank failure carries with it the lesson of risk and diversification.

Tuesday, March 7, 2023

ATTENTION PLAN SPONSORS: This is a reminder that you have a fiduciary obligation to your participants to be benchmarking your plan.

Friday, February 10, 2023

As the biggest sporting event of the year approaches (or the first big one for 2023), football fans all over the nation (including myself) are gearing up for the Big Game on Sunday, February 12, at 6:30 PM ET.For many, Sunday means a...

Thursday, January 26, 2023

Have you thought about making changes to your 401(k) program? As a plan sponsor, you may be thinking about the following issues.

Tuesday, January 24, 2023

Plan Benchmarking. Are you keeping up with this important fiduciary task?

Show All

Tuesday, January 17, 2023

For your business to succeed, you want the best people on your team. Does your retirement savings plan do the job? Read more for a quick checklist to help answer this question.

Tuesday, January 10, 2023

SECURE 2.0 ushers in new changes to retirement plans for businesses and individuals. To help you see what changes may affect you, I broke the major provisions of the new law into four sections in this quick summary.