Convergence of Wealth and Retirement is gaining momentum.  The recently held Fourth Annual Broker/Dealer Roundtable and Think Tank had something for everyone! Not surprising was the interest on the ...

401(k) participant needs are now on the radar of institutional investment houses and recordkeeping firms.  401(k) participant needs have morphed into what appears to be the endgame in what ...

Student loan forgiveness sounds too good to be true.  But, what does student loan forgiveness mean for employers?  It could be good news for employer benefit programs, and financial ...

Switching your advisor might be what your plan participants need!  Nearly half of 401(k) plan sponsors are considering replacing their incumbent service providers.  Switching your advisor seems pretty popular ...

How to Avoid Lawsuits is a hot topic these days – for Plan Sponsors and Retirement Plan Advisors alike.  Most plan sponsors do not fully comprehend exactly for what ...

Fiduciary Alert – In the song, The Gambler, Kenny Rogers professed the benefits of:  Knowing when to hold ’em, Know when to fold ’em, Know when to walk away, ...

U.S. Social Security System may be getting just what it needs…to be Benchmarked!  Just because the United States has the largest number of self-funded retirement plans, the greatest amount ...

Retirement Plan participants seem to be a highly sought-after-lot when it comes to qualified retirement plans.  Everybody ‘wants them’.  If you are a plan fiduciary keep in mind that ...

401(k) fees are lower than IRA options in many cases!  Research has uncovered that 401(k) fees can be lower than IRA fees by a wide margin too.  Rolling over ...

401(k) education and advice remain high on the list of employer benefits.  Employers recognize that they must offer a robust, competitive 401(k) plan to attract and retain high-quality talent.  ...