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January 22, 2018
When Diversification Is the Question, Alternatives Are the Answer

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.

January 9, 2018
It’s Time to Talk About Alternative Assets

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.

October 18, 2017
Why the Time is Right for Workplace IRAs

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.

September 19, 2017
Here’s Why (Again) 401ks Are So Important

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.

August 15, 2017
Access to Simple IRAs Could Help Solve the Small Business Crisis

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.

August 3, 2017
Isn’t It Really a Longevity Crisis?

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.

June 12, 2017
One Major Solution to Reduce 401(k) Litigation Risk

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.

June 9, 2017
How Qualified Retirement Plans Affect Mergers And Acquisitions

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.

May 8, 2017
The Conundrum of State-Run Retirement 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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