Broker Check


Monday, February 26, 2024

A well-managed 401(k) plan will make all the difference for both employers and employees. Having a dedicated 401(k) plan advisor helps create that difference. In this blog post, we'll explore the important role 401(k) plan advisors play.

Monday, February 19, 2024

Benchmarking is a strategic tool that empowers plan sponsors to optimize their 401(k) plans. In this guide, we explore the importance of this tool and provide a step-by-step approach to evaluating a 401(k) plan.

Monday, February 12, 2024

401(k) plans have become a cornerstone for employees and employers. For plan sponsors overseeing these 401(k) plans, transparency in fees is important to creating trust and promoting the financial wellness of employees.

Tuesday, November 28, 2023

Everybody wants to save on their taxes. If you think tax-saving strategies are too complicated, you could be missing out on tax savings. There are a few simple tax-saving strategies available to nearly everyone. Tax planning is more...

Monday, September 11, 2023

In this article, we explain why you should hire a 401k plan advisor and how they can help you navigate the complexities of running a 401k plan.

Show All

Monday, August 21, 2023

Looking for ways to enhance your employees' retirement savings and improve their financial well-being? In this blog post, we'll explore the power of financial wellness programs and how they can benefit your 401(k) plan.

Tuesday, June 20, 2023

Plan sponsors, you play a crucial role in helping your employees achieve retirement readiness. By implementing effective strategies and providing valuable guidance, you can empower your plan participants to be retirement ready!

Thursday, June 8, 2023

As demographics evolve, business owners should adapt their retirement savings strategies to work with the unique needs of Gen Y and Gen Z. Tailoring 401(k) plans can help engage and support them in building a solid financial future.

Monday, June 5, 2023

While offering competitive salaries and enticing benefits packages is crucial, there is one particular benefit that has become a game-changer for both employees and employers alike: the 401(k) plan.

Tuesday, May 16, 2023

When it comes to managing a 401k retirement plan, one of the key decisions employers must make is whether to opt for a bundled or unbundled plan. This decision can have implications for the business and plan.

Tuesday, May 9, 2023

With the limitations of traditional retirement plans such as 401(k)s and IRAs, high-income professionals and business owners may find it harder to reach their retirement goals. Fortunately, there is an alternative.

Tuesday, May 2, 2023

If you own a business, you may have already considered who will take over the company once you retire. As you know, this may include tasks like identifying and training potential replacements for key roles in the organization, as well...

Monday, April 24, 2023

A recent study by the National Bureau of Economic Research found that high fees in 401(k) plans can significantly reduce retirement wealth and income. The results are alarming and show the need for plan sponsors to keep costs low.

Thursday, March 30, 2023

Proper financial management becomes increasingly essential during times of economic disruption and crisis. With talks of recession on the horizon, it's helpful to know and understand your options.

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?

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.