What Type of Retirement Plan Should My Business Implement? – Part 1
Seems like this should be an easy question to answer, but there are so many options and so many objectives that figuring out the best retirement plan for your business takes a little work! In our first post of our "Keeping It Short & Simple" series, we will...
Cash Balance Plans Offer Key Advantages (#2 of 4)
Updated 1/1/2019: Our previous post defined cash balance plans and explained their structure and how they work. Now let's focus on the key advantages of using a cash balance plan, and who are its primary candidates. As a financial advisor you’ll want to understand...
Target Date Funds: New Guidance from DOL
In February the Department of Labor's Employee Benefits Security Administration (EBSA) issued new guidance for plan fiduciaries regarding Target Date Funds (TDFs), a relatively new and increasingly popular destination for retirement plan contributions. Although the...