Are Independent Financial Advisors Risking Extinction?

Jul 6, 2020 9:00:00 AM

A difficult time is forecasted for the financial advisor who focuses on retirement plans. We’ve seen and talked for a...

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Private Equity in Your 401(k) Portfolio? It’s a Bad Idea

Jun 29, 2020 9:00:00 AM

As a 3(38) investment fiduciary who speaks with employees and gauges their understanding of their account holdings, it is...

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A 3(38) Fiduciary Could be Your 401K Plan’s Not So Secret Weapon

Apr 23, 2020 4:00:00 PM

If anything, an abrupt market correction like we've seen with this pandemic is an opportunity for plan sponsors to...

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10 Essential Questions When Hiring a 3(38) Investment Fiduciary

Apr 23, 2020 3:57:41 PM

It’s important to assess a 3(38)’s experience. We have seen 3(38) fund recommendations that would not withstand scrutiny in...

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Don’t Panic. You’ve Still Got Retirement Plan Options

Apr 3, 2020 3:18:57 PM

According to the Wall Street Journal, a likely wave of companies will suspend or reduce matching contributions to...

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Protecting Your 401K in a Market Downturn?

Mar 24, 2020 3:13:04 PM

For anyone with money in the stock market the last month has been harrowing to say the least. The S&P 500 has tumbled...

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