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
Part 2: Three reasons to retire as soon as possible How do you decide when to retire? In part one of this topic, we saw
Todd Hughes, Cody Mendenhall, Pete Harris, and Rob McCracken of Pension Consultants were nominated for NAPA1 Young Guns – 2016 Top Plan Advisers Under 40.
As 2015 comes to a close, it’s time to tidy up your investment portfolio, pay attention to year-end tax deadlines and build your plan for
Cody Mendenhall, Executive Director, recently had his article “A Closer Look at Target Date Funds” listed in BenefitsLink.com’s December 15, 2015 edition of Benefits in the
In 1978, Defined Contribution (DC) plans were first introduced. Unlike Defined Benefit (DB) plans, participants were given the freedom to choose a savings rate and
November has already been a busy month in the world of retirement plan excessive fee litigation settlements. On November 5th came the announcement that the
Part 1: Three reasons to delay retirement “When can I retire?” is an important question – and it’s one of the questions a financial adviser
Todd Hughes, Director of ERISA and Vendor Services and Stephen Spear, Sr. Vice President of Regional Sales were recently quoted in PLANADVISER’s article “How to
On October 21, 2015, the Internal Revenue Service announced the 2016 Cost-of-Living Adjustments (COLA)* to the retirement plan limits. Below is a chart outlining the
Protecting the Employer – Part 2 Part 1 of this series looked at the trust law roots of the Employee Retirement Income Security Act of
Reducing leakage to keep participants on track for retirement. Part 2: Distributions In part 1 we discussed how generous loan programs might be acting as
Equity and fixed income markets were especially volatile during the third quarter of 2015 with the surprise Chinese de-valuation of their currency, the yuan. This
The three R’s of retirement plan maintenance: Review, Rebalance, and Reallocate Remember when you were growing up and you got your first pet? You were
What Do I Do Now? Six Ways to Deal with Market Losses in Retirement, Part Two In Part One, we acknowledged the fear many retirees
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