Category Archives: Financial Advisors,Retirement

403(b) Plans: Setting Up a Retirement Plan for Your Nonprofit Organization

Both 401(k) and 403(b) plans are employer-sponsored retirement plans, but there are key differences between the two plans that are important to highlight.

Is A Multiple Employer Plan (MEP) Right For Your Retirement Benefit?

Feeling overwhelmed by the idea of adding a retirement plan to your benefits package? Joining a Multiple Employer Plan (MEP) might be your solution.

The DOL’s Proposed Retirement Security Rule: What Financial Advisors Need to Know

The U.S. Department of Labor (DOL) recently proposed a new fiduciary rule on October 31, 2023 that attempts to redefine the criteria used to identify fiduciary investment advice.

The Movement to Personalize Target Date Investing

The transition from a Big 3 investment manager oligopoly to an advanced advisor-dominated participant-centric industry is happening now Advisors play a key role in the transformation.

Global Conflicts May Have Deeper Impacts on Retirees in the US

Global conflicts and uncertainty can affect retirees in ways that are not immediately evident. 

Report Shows the Importance of Estate Planning for the Wealthy: Are You on Track?

Baby Boomers are expected to hand over more than $70 trillion in assets to their heirs. Many are concerned about making sure that their leftover assets go to the right people and purposes. And they may well be right to

Coming Soon: Revenge of the Baby Boomers

Baby boomers, who make up a significant portion of the US population and control a large portion of the nation’s wealth, want their retirement savings protected.

The Big Fat 401(k) Fake Out

Target date funds (TDFs), which make up over half of total 401(k) assets, are not following the investment theory they claim to, exposing investors to excessive risk.

SECURE Act 2.0: An Overview

In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans and access to those funds earmarked for retirement.

5 Types of Roth Conversion Strategies to Manage Taxes

Did you know that the correct Roth conversion strategy can have a significant impact on how much your clients will pay in taxes over the course of their lifetime?