VP, Senior Communications Manager
This article published by ThinkAdvisor, discusses the importance of a well-diversified portfolio and explains why alternative investments can provide investors with a risk/return profile that is considerably different than equities, bonds or cash.
This article is part of a larger campaign to educate investors about the importance of alternatives and the role they can play in a well-diversified portfolio.
Terry Dunne discussed why CyberSecurity should be at the top of plan sponsor’s 2018 to-do lists.
This article published in 401k Specialist illustrates how Form 5500 has the potential to benefit plan sponsors, all while exposing plan vulnerabilities.
IRAs are popular retirement rollover options, but they have not caught on as retirement savings vehicles for employees who don’t have access to employer-sponsored plans. That could change if smaller employers begin to introduce workplace IRAs.
This article in ThinkAdvisor discusses the ins-and-outs of new state-run retirement plans that are being created to offer retirement savings options for small- and mid-sized businesses.
This article published in 401k Specialist discusses the risks associated with pension plans, and the reason defined benefit plans are disappearing and 401k plans have gained popularity.
Learn why alternatives like real estate can provide diversification that is not correlated to performance of stock and bond markets.
WealthManagement.com published this article in their 2017 Mid-Year Outlook, discussing the retirement crisis in America, and how SIMPLE IRAs may offer a solution for small businesses and their employees that may not have access to retirement savings plans.
CEO Gary Anetsberger discusses how increased life expectancy rates could contribute to growing concerns of a retirement crisis in America in his monthly blog on ThinkAdvisor.
Millennials don't share the same retirement aspirations of their elders. But plan sponsors and advisors may help millennials prepare for retirement by modifying plan design and education programs.
This article published in 401k Specialist discusses how retirement plans might be impacted by potential tax reform.
Plan sponsors who are concerned their plans may become litigation targets should take steps to establish practices and procedures that help their plans run smoothly and remain in compliance. Automatic rollovers are a plan design element that should be considered by all plan sponsors as discussed in this article in 401k Specialist Magazine.
A critical aspect of any merger or acquisition—and one that sometimes remains unexamined until late in the deal process—is the handling of qualified retirement plans. In general, buyers can assume sellers’ qualified retirement plans, merge sellers’ plans into the buyers’ plans, require the seller to terminate its plans (as a condition of closing), or require the seller to freeze its plans.
This week the Senate narrowly voted to overturn a Department of Labor policy that would have helped states offer retirement plans. Most agree that offering retirement plans to the estimated 55 million Americans who don’t have access to workplace plans would be a good thing, but some argue that these types of plans should be handled by the private sector.
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