Forward Thinking

Timely topics with plan fiduciaries in mind.

Are New Overtime Laws Changing Your Plan?
Plan Design

Are New Overtime Laws Changing Your Plan?

While the SECURE Act has gotten a lot of attention in the retirement plan industry recently, and with good reason, there is another change from the Department of Labor (DOL) that could affect some of the operation and administration of retirement plans as ...

Happy Holidays!

Happy Holidays!

During this season, we take time to reflect upon the good things we have, like our partnership with you. We appreciate working ...