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Resolutions and Contributions

According to our furry friend, Punxsutawney Phil, spring will soon be upon us! I’d like to take a moment to reflect on those resolutions you… Read more Read more

Tax Benefits and Retirement Plans

Tax Benefits and Retirement Plans With all of the talk today about tax reform, I am still surprised that the majority of people I talk… Read more Read more

Shape Up Your Retirement Plan Savings

A common goal that can be easily forgotten about is getting our retirement savings in better shape. Retirement accounts through our employer can be one of the most attractive way to save, and while employer sponsored plans have long been a main source of retirement income for many workers over time, the retirement landscape has shifted. Read more

Retirement Plan Success Series: Part 4: Investment Decisions and Canaries

“Too many investment options,” “underperformance,” “retail share class,” “inappropriate benchmarks.” This is just a sampling of claims made in a rash of lawsuits filed within… Read more Read more

Retirement Plan Success Series: Part 3: Retirement Plan Fees and The Matrix

Before a plan sponsor can determine whether or not fees are reasonable, they must first understand what the fees are. A study by the U.S.… Read more Read more

Retirement Plan Success Series: Part 2: Plan Design Matters… a LOT!

In the first part of my series we talked about the role and duty of the fiduciary, and the important steps of acceptance and adherence… Read more Read more

Retirement Plan Success Series – Part 1: So you are a fiduciary!

As an advisor who focuses exclusively on retirement plans, I speak to a lot of plan sponsors and trustees. On the forefront of everyone’s minds… Read more Read more