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TRENDS IN ENROLLMENT + RETIREMENT READINESS Retirement Readiness is among the top concerns of many Americans. Most advisors agree that we should be saving between 10% and 15% of our annual earnings in order to [...]

TAX REFORM + RETIREMENT Tax Reform was one of Candidate Donald Trump’s major campaign platforms. And as President, Trump continues to place Tax Reform as a key agenda item for the new administration. Trump’s basic [...]

It’s time for some spring cleaning and not just for your house; like cobwebs in the attic, retirement plans need to be cleaned out too. Plan participation is at an unprecedented high due to increased [...]

On April 4, 2017 the DOL granted a 60 day extension of the Fiduciary Rule (“Rule”) from April 10, 2017 to June 9, 2017 and also provided additional transition relief in order to enable the [...]

With significant student loan debt and goals for purchasing cars and homes, Millennial savers, ages 18-34, are finding it difficult to balance their current and future financial savings goals. How can you help drive positive [...]

HIRS Gives Permission To Use Forfeitures As QNEC/QMAC/SAFE Harbor Contributions Good news! In January 2017 the IRS released proposed regulations to allow the use of plan forfeitures to fund qualified nonelective contributions (QNECs) and qualified [...]