Every day retirement advisers help people plan for their retirement by quizzing them on their assets, liabilities, personal finances, net worth, and lifestyle choices. They
The equity markets have been choppy over the last year and a half. Last year we had one of the worst Septembers to immediately be
The Department of Labor’s (DOL’s) long-anticipated fiduciary rule has finally been released, and it will become effective (for the most part) on April 10th, 2017.
With Q1 2016 in the review mirror, let’s look back to see what transpired. On the Global Macro front we saw a lot of moving
A recent study revealed how much of a negative impact financial concerns have on employees’ on-the-job productivity. Those who are struggling financially report being highly
The financial planning industry has overplayed the marketing line ‘what’s your number.” I am referring to how financial literature and commercials primarily focus on having
A multiple employer plan (MEP) is a single plan that is adopted by several employers who are not under the same corporate ownership umbrella. Historically,
(Springfield, MO, February 23, 2016) – Pension Consultants, Inc., a leader in offering in-depth, un-conflicted advice on every aspect of retirement plan management, was recently
The Department of Labor (“DOL”) has submitted their final draft of the proposed fiduciary rule to the Office of Management and Budget for final review
We’re now one month into 2016, and on pace to see more excessive fee lawsuits this year than in any previous year. Schlichter, Bogard &
At the end of December, the St. Louis based law firm Schlichter, Bogard, & Denton filed yet another in what is becoming a long list
Pension Consultants, Inc. tops the list of the area’s largest certified financial planner professionals (CFP®) in the January 18-24, 2016 print edition of the Springfield
Equity markets remained volatile during 2015’s 4th quarter, moving substantially higher to erase the significant losses from Q3. While most of the economic conditions were
Are you preparing for the new money market rules? If not, you should be. The new money market fund rules take effect October 2016. Now
Over the past several years the retirement planning industry has seen a number of large mergers and acquisitions among record keepers. John Hancock bought New
Jeannie Manis, Senior Marketing Specialist, was recently quoted in PLANADVISER’s article “Spreading the Word”. Jeannie discusses when to market, budgeting basics, measuring ROI and meeting
