A Pooled Employer Plan (PEP) is a new type of retirement plan that was created by the Setting Every Community Up for Retirement Enhancement Act (SECURE) Act. A PEP allows plan sponsors to pool their retirement resources with the resources of other employers, ...
The U.S. economy expanded in the final quarter of 2020 (the most recent data available) at a 4.3% annual pace. This expansion ...
We are proud to share that David Imhoff, our financial planner, has obtained his CERTIFIED FINANCIAL PLANNER™ certification!
Retirement plan sponsors and fiduciaries should understand the insurance products that are available to protect the plan and its ...
We are pleased to share we have been included on the National Association of Plan Advisors’ (NAPA) Top DC Plan Advisor Teams list ...
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Investment menu construction is a classic responsibility that frequently requires plan sponsors to retain experienced and ...
We are excited to share that we have been recognized as a 2021 Best Places to Work for Financial Advisers as announced by ...
Are you a Board Member of an organization that sponsors a retirement plan? If so, are you aware of your fiduciary ...
If a meeting takes place and there are no minutes or formal record, did the meeting really occur? The meeting attendees could of ...
So far in this blog series we have covered the first two phases of a recordkeeping vendor search. Phase 1 (Steps 1 and 2) covered ...
Plan sponsors frequently ask which of their retirement plan’s expenses can be paid with assets of their plan. Under ERISA, ...