Your 401k plan's investment fiduciary is an important member of your retirement plan team. A paid professional, an investment fiduciary provides conflict-free investment recommendations to your plan’s sponsor or trustee. So, can you [...]
It's permanent at last! The PATH Act of 2015 permanently extends the IRS provision that allows individuals who are at least 70 1/2 to make tax-free distributions to qualified charities from their IRA. [...]
Thanks for joining us for this exciting follow up! OK, not so exciting. But important and useful, especially during Q4 when many of you are reviewing your current plan and evaluating its performance. [...]
QDIAs = investment choice simplification + employer peace of mind. Rarely do employees have the wherewithal to direct their own retirement plan investments and most often they leave it up to their [...]