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Equifax Breach - Are You One of the 143 Million Affected?

Credit Agency Compromise On Thursday September 7th Equifax, one of the main credit reporting and monitoring services, announced their system had been breached.

Plan Sponsors: Still Think Your Retirement Plan Is Only About The Investment Menu?

While the DOL fiduciary rule now has a full compliance date of January 1st, 2018, generally, the applicability date was June 9, 2017. Regardless of this

Maximizing Retirement Benefits for Key Employees

As a general rule, the Internal Revenue Code requires that a qualified retirement plan cannot discriminate in favor of highly compensated employees (HCEs)

Principal PFIO Class Action Lawsuit

If you are a retirement plan sponsor utilizing Principal as your service provider, you may have seen that Principal was recently named as defendant in

Safeguard an Important Benefit

Do you review? It is a great habit to cultivate. If you are employed, you typically have an annual open enrollment for benefits. Take time to review healthcare,

RETIREMENT ACCOUNT LOANS--Should you use them?

The list is long--kids in college, a move to a newer house or a remodel of the current one, family members to support, and vacations to be taken before

Roth 401(k) Trivia: What You May Not Know

401(k) plans have been around since 1981; however, the conception for the establishment of such plans was included in the Revenue Act of 1978 whereby Congress

Time to Revisit Your International Stock Exposure

Since the end of the financial crisis in 2009, the U.S. stock market has been on a roll. From March 9, 2009 (the U.S. stock market bottom) through March

DOL Delays Applicability of Fiduciary Rule, but the Horse is Out of the Barn...

The Department of Labor has delayed by 60 days the applicability date of the long-debated Fiduciary Rule. The rule was to be effective April 10 and now

Lifestages: Pay Down Debt or Save?

I was recently posed this great question: “Shall I pay down debt or save for retirement? Is there a ratio I should consider?” The short answer

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