July 02 2018

Investor Insights - July 2018

See our recap of June's key statistics and market commentary below. 

June 27 2018

What You Might Have Missed This Month - June 2018

  Did you go on vacation during the month and miss our blog posts? Have you been swamped at the office and opened this month's Investor Insights but never got a chance to read it through?  For your convenience, I've compiled links to all our publishe...

June 20 2018

Deductible Limits for Defined Benefit and Combo Plans

This is the second in a two-part series about deductible contribution limits to qualified retirement plans.  The first part last week covered the limits to defined contribution plans.  The tax-deductibility of qualified retirement plan contributions ...

June 13 2018

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

This is the first in a two-part series about deductible contribution limits to qualified retirement plans.  The second part next week will cover arrangements that include defined benefit plans.  Contributions made by a business to a qualified retirem...

June 06 2018

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

As both a career professional in the retirement plan field and a citizen observer reading media coverage about 401(k) plan sponsors having to defend themselves from an onslaught of “excessive fee” litigation in recent years, it seems clearly evident ...

June 01 2018

Investor Insights - June 2018

See our recap of May's key statistics and market commentary below. 

May 16 2018

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

Let’s ask Siri. Or Alexa. Or maybe we’ll Google “TPA.” Okay, so Google says “TPA” means Tissue Plasminogen Activator! And if you’re an M.D. (I suppose I should clarify that means Medical Doctor), Tissue Plasminogen Activator is the only thing TPA sta...

May 09 2018

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

Most qualified retirement plans need a fidelity bond.  This has been the rule for more than 40 years. Even so, it is not the kind of thing the typical plan sponsor spends a lot of time focusing on. A what bond? Fidelity who? We run across a number of...

May 01 2018

Investor Insights - May 2018

See our recap of April's key statistics and market commentary below. 

April 25 2018

Advice for How to Get Your Financial House in Order

The recent weather reminded us that it is indeed spring and time for spring cleaning. Last week’s federal tax deadline was a reminder that as we pull our tax paperwork together, now is the perfect time to focus our spring cleaning attention to our fi...