Investor Insights - December 2021

Big Jump for Qualified Plan Limits and Social Security in 2022

Investor Insights - November 2021

Ten Pension Terms That Make You Go Hmmmm...

2021 ASPPA Conference

Investor Insights - October 2021

Investor Insights - September 2021

No 2020 Form 5500 Needed for Retroactive Qualified Plans

Investor Insights - August 2021

Investor Insights - July 2021

Investor Insights - June 2021

RMDs for Beneficiaries in Qualified Retirement Plans

Investor Insights - May 2021

Catch-Up Contributions: A Good Thing for Both Men and Women

Investor Insights - April 2021

Did you pay back your RMD last year? Make sure your CPA knows.

Investor Insights - March 2021

Investor Insights - February 2021

Investor Insights - January 2021

Mega Backdoor Roth IRA: A Neat Idea that Rarely Works

Investor Insights - December 2020

When It’s a Mistake to Call Something a “Mistake of Fact”

Investor Insights - November 2020

Out with 2020, In with the 2021 Retirement Plan Rates and Limits

Top 10 Items Discuss with Your 401(k) Provider

Investor Insights - October 2020

Asset Allocation: Planning For an Uncertain Future

Investor Insights - September 2020

RMDs Aren’t Required in 2020

Investor Insights - August 2020

IRS Issues Further Details on Distributions and Plan Loans Under CARES Act

Investor Insights - July 2020

401(k) Plan Design, Employee Engagement and Corporate Financial Performance

Last Recipient of a Civil War Pension Dies Recently at 90

Understanding Your Role as a 401(k) Plan Sponsor: Am I a Fiduciary?

Investor Insights - June 2020

What You Might Have Missed - Our COVID-19 Insights

Investor Insights - May 2020

Coronavirus and Defined Benefit Plan Funding

Investor Insights - April 2020

Options for Accessing Retirement Plan Money Amid COVID-19 Outbreak

Investor Insights - March 2020

Why Did We Fail Our ADP Test?

Issues with Independent Contractors and Pension Plans

Investor Insights - February 2020

What You Need to Know About the SECURE Act

Investor Insights - January 2020

Five Best Practices to Protect Your Retirement Nest Egg from Cybertheft

Which Account Should You Tap First When You Begin to Draw Retirement Income?

The Pros and Cons of the Elapsed Time Method

What You Might Have Missed - October and November 2019

Investor Insights - December 2019

The Stock Market’s at an All-Time High - Is Now the Time to Invest?

New Qualified Plan Limits and Social Security Adjustments for 2020 Announced

Investor Insights - November 2019

What Is the REAL Deadline for Making Plan Contributions?

What You Might Have Missed - August & September 2019

Investor Insights - October 2019

Three Things You Should Be Doing as a Plan Sponsor

Investor Insights - September 2019

How to Fix a Participant Loan

Investor Insights - August 2019

What You Need to Know About Interval Funds

When Cross-Tested Plans Become Integrated Plans

Investor Insights - July 2019

Understanding Option Collars

Participant Loan Basics

401(k) Word Search

Investor Insights - June 2019

What You Might Have Missed - May 2019

Balanced Nutrition for Your Retirement Fund Portfolio

Does Equity Index Put Writing Belong In Your Asset Allocation?

What to Know about Your 401(k) Plan

Investor Insights - May 2019

IRS Reverses Position on Retiree Lump Sum Windows

Traditional 401(k) Versus Roth 401(k)

Investor Insights - April 2019

What You Might Have Missed - March 2019

Considerations Before Excluding Bonuses in 401(k)

Six Easy Ways to Save AND Have a Life

Investor Insights - March 2019

What You Might Have Missed - February 2019

Convertible Arbitrage - What Is It and Why Should You Care?

Deadlines for 401(k) Contributions and How to Fix Late Deposits

Emotions and Money - An Uneasy Marriage

Investor Insights - February 2019

A History of Bear Markets

What Is a Cash Balance Plan?

Investor Insights - January 2019

What You Might Have Missed - December 2018

Enhance Your Personal Legacy Through a Donor Advised Fund

What’s the Big Change with 401(k) Hardships?

Investor Insights - December 2018

What You Might Have Missed - October & November 2018

A Few Nuggets of Wisdom on Pot Stocks

Can You Have a Maximum DB Plan Without Much Current Compensation? Yes, SIR!

Qualified Plan, IRA and Social Security Limits Announced for 2019

Investor Insights - November 2018

Which Is It? Pay Less Taxes, Spend More Time with the Love of Your Life or Both?

Participant Loans: Are They Right for Your Plan?

Investor Insights - October 2018

What You Might Have Missed - August & September 2018

Is Your Employer Cheating You on Your Pension Lump Sum?

Want to Save for Education Expenses? Open up a 529 Plan Account.

Investor Insights - September 2018

Longest Bull Market:  How Long Can It Go?

Make Defined Benefit Plan Contributions By September 15, 2018 Even Though It’s a Saturday

What You Need to Know About the 2- and 10-year Spread

Investor Insights - August 2018

Vesting Rules Determine How Much of Your Retirement Account You Own

Three Easy Steps to Reducing Your Financial Anxiety in Retirement

Investor Insights - July 2018

What You Might Have Missed This Month - June 2018

Deductible Limits for Defined Benefit and Combo Plans

Deductible Employer Contribution Limits in 401(k)s and Other Defined Contribution Plans

Shouldn't the Discussion About Fiduciary Obligation Include the Quality of Services and Performance ... and Not Solely Be About Fees

Investor Insights - June 2018

What the Heck is a TPA ... and Why Do You Need One?

Get a Fidelity Bond to Insure against Fraud and Dishonesty – and Because It’s the Law

Investor Insights - May 2018

Advice for How to Get Your Financial House in Order

How Donors Can Leverage the IRA Qualified Charitable Distribution for Smart Financial Giving and Harness the Impact of the 2017 Tax Cuts and Jobs Act

Avoid the ADP Test with a Safe Harbor 401(k) Plan

How to Avoid 401(k) Administration Mistakes

Investor Insights - April 2018

Simple Investment Lesson Worth Repeating

Money Conversations to Have With Your Children

The Good, The Bad and Maybe The Unknown About Target Date Funds

If You Defer Too Much in a 401(k), Your Money Will Be Cheerfully Refunded

Investor Insights - March 2018

How Can I Determine My Risk Tolerance?

Like It or Not, Here Are the ABCs of ADP Testing

How to Get Financially Fit in 2018

Investor Insights - February 2018

Compensation: What's in a Name?

Best New Year's Resolution for Retirement Savings

Investor Insights: January 2018

Investment Considerations for Cash Balance Plans

The Myth of the Rule of Parity, or, Why Rehires Must Immediately Re-Enter the 401(k) Plan

What You Need to Know About Investing in Bitcoin

Investor Insights: December 2017

What You Need to Understand About Risk Tolerance and Time Horizon

Charging Fees to Terminated Plan Participants Okay in Some Cases

Why a Strategic Asset Allocation is Important

Top-Paid Group Election for HCEs May Help Plan Compliance Testing

IRS, PBGC, SSA Release 2018 Cost-of-Living Increases

The Potential Impact of Sequence of Returns Risk

Investor Insights: October 2017

What You Need to Know Before Adopting a 401(k) Plan

Three Quick Tips to Make Your Wealth Last in Retirement

Investor Insights: September 2017

Rising Interest Rates Not Always Bad For Stock Prices

ACG's Best Investment Strategies for Dentists

Investor Insights: August 2017

Baby Boomer Close to Retirement? Here’s How to Prepare.

5 Reasons Why You Need to Revisit Your 401(k) Plan Design

The 411 on Investment Fees: Why Cheaper Doesn’t Mean Better

Investor Insights: July 2017

Top-Heavy Retirement Plan: A Weighty Subject to Tackle

Exit Strategies Worth Considering When Selling a Dental Practice

Shocking Baby Boomer Retirement Statistics That Keep Us Up at Night

Secrets from Financially Successful Dentists

Investor Insights: June 2017

Calculating Sole Proprietor Earned Income Will Leave You in Circles

5 Ways Investors Sabotage Their Own Portfolios

Are Leveraged ETFs Right for You?

Measuring Service in Pensions: Something They Didn’t Teach in Nursery School

Tips for Virginia Dental Practice Owners to Save More in Taxes Through 401(k) Plan Design

4 Essential Money Conversations to Have with Your Aging Parents

Investor Insights: May 2017

What is Goal-Based Investing?

Retirement Plan Compensation in an S Corp: What Counts, What Doesn’t

6 Things Nobody Told You About Trading ETFs

Investor Insights: April 2017

Six Tough Questions to Ask a Potential Financial Advisor

Tips for Helping Manage Your Elderly Parents' Finances

Tax-Loss Harvesting: How You May Benefit from Investment Losses

Brrrr...Thoughts About Frozen Defined Benefit Plans

5 Steps for Dealing with Market Volatility

Investor Insights: March 2017

Marriage Investment Planning When One Spouse is Risk Averse

Is There Still a Place for Active Investment Management?

Is Active or Passive Investing Right for You?

A Deeper Look at Cross-Testing

EBARs: The First Step in Cross-Testing

Going Beyond the Risk Tolerance Questionnaire

Investor Insights: February 2017

How Should Your Investment Accounts Be Titled?

For Big Tax-Deductible Contributions, Consider a Defined Benefit Plan

Why You Should Analyze Risk-Adjusted Returns — Not Just Absolute Returns

Registered Investment Advisor vs. Big Bank: Which Should You Choose?

How Mortality Tables Work

5 Successful 401(k) Retirement Plan Strategies

Asset Allocation Strategies for Retirement Planning

Chasing Performance When Choosing Mutual Funds Can Be A Big Mistake

4 Strategies For Avoiding the Trap of Emotional Investing

Conservative Investors Should Stay the Course

11 Things You May or May Not Know About Family Attribution

401(k) Plan Fees and Expenses: What Plan Sponsors Should Know

How to Increase Retirement Plan Participation and 401(k) Enrollment