Key Retirement and Tax Numbers for 2021

03/02/2021
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Financial Education for Kids: 5 Tips for Teaching Positive Saving Habits

09/05/2019
Achieving personal financial literacy is a lifelong pursuit - one that can most benefit us when we begin learning the basics as early as possible. That's why, to get started on the right foot, it's important to teach your children about the value of saving money at a young age.

Lawsuits Over the Years and What It Means for Plan Sponsors

09/03/2019
The barrage of excessive fee lawsuits filed in 2006 started a trend that continues to this day. At first, plan sponsors saw early signs of success in getting cases dismissed. Read on to learn more about lawsuits over the years and what it means for you as a plan sponsor.

Should We Have a Retirement Plan Committee?

08/19/2019
If you are an employer or employee who has decision-making authority over your company’s retirement plan, there is a strong chance that you are a 401(k) plan fiduciary. You have a legal obligation to operate the plan solely in the interests of the plan participants and their beneficiaries.

Our 401(k) Investments are on the Watchlist. Now What?

08/16/2019
As a member of your company’s retirement plan committee, if you have recently been informed that one or more of your company’s retirement plan investments are on the Watch List, don’t panic.

The Benefits of Saving Money: Set Goals, Spend Less and Save More

07/25/2019
If faced with an unexpected $400 expense, almost 40% of American adults say they wouldn’t be able to cover it with cash, savings or a credit card charge they could quickly pay off. Read on to learn more about savings and setting goals for your own financial health.

Quarterly Perspectives - Second Quarter 2019

07/16/2019
In January, we published our 2019 Perspectives. As we enter the second half of the year, we believe Fed actions will play a significant role in the future direction of our aging U.S. economy. Here are our reviews and reflections on our earlier viewpoints.