Rescuing America's Safety Net

05/25/2023
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What are Corrective Distributions and How to Avoid Them Going Forward

12/09/2019
This article will take a brief look at ways to correct a failed “ADP” test, the non-discrimination test mandated by the Internal Revenue Code to determine whether 401(k) elective deferrals unfairly favor highly-compensated employees.

How Data Analytics Can Help You Make Retirement Plan Decisions

11/14/2019
If you’re not using data analytics to help you make progress toward improving participant outcomes, then you could be missing out on a key component of plan governance. Data analytics are becoming a meaningful part of defined contribution plan governance for retirement plan fiduciaries.

Quarterly Perspectives - Third Quarter 2019

10/02/2019
Economies across the globe are showing signs of slowing and many investors are looking for implications for the U.S. economy and investment portfolios.

Save Smarter: What Are CDs and How Do They Work?

10/01/2019
If you’ve just embarked on your savings journey, figuring out what tools to use can feel like navigating uncharted territory. Even if you’ve been saving for years, there could be savings options you haven’t yet considered. CDs are among those options, and they may be beneficial for you and your financial goals.

Is Your Retirement Plan Meeting Your Employees' Objectives?

09/23/2019
Are your company's employees saving enough for retirement? Maybe not, according to a report from the National Institute on Retirement Security, which states that four out of five Americans have less than a year's income saved for retirement.

The New Estate Tax Rules and Your Estate Plan

09/17/2019
The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the 2010 Tax Act) included new gift, estate, and generation-skipping transfer (GST) tax provisions.