Understanding ERISA Fiduciary Duties (Webinar)

ERISA (Employee Retirement Income Security Act) is a federal law that sets standards for most private industry retirement plans: including 401(k) plans, 403 (b) plans, defined benefit plans, and profit-sharing plans. ERISA requires plan sponsors and other fiduciaries to act prudently and solely in the interest of plan participants and beneficiaries.  Learn the critical elements… Continue reading Understanding ERISA Fiduciary Duties (Webinar)

Secure Act 2.0: What Employers Need to Know (Webinar)

The SECURE 2.0 Act was signed into law on December 29, 2022 to advance lawmakers’ goals of increasing access to defined contribution plans and improving retirement plan effectiveness. This legislation includes 90 provisions some of which refine and amend aspects of the 2019 SECURE Act. The Act’s provisions will require advanced planning, discussions with your… Continue reading Secure Act 2.0: What Employers Need to Know (Webinar)

Who Really Needs Permanent Insurance?

For most people term life insurance is the best choice from a financial standpoint. It covers you when you and your family are vulnerable for a low fee and expires when your need expires.

Not Your Parent’s Retirement Plan

Retirement plan platforms have developed new features that allow for ease of access, security, and automation. Make sure you are using all of these great new features.

How Little Money Can You Spend This Month?

In the beginning of the year it’s popular to make a list of goals for the months ahead. For many people this includes making goals to save more money, but often this won’t happen until you’re willing to change your daily habits.

How to Save $1 million (by Age)!

The beginning of a new year causes many of us to consider goals and dreams for the months ahead. Perhaps a goal you have is saving more for retirement.

Tackle Credit Card Debt

Stressing about credit card debt can have a significant impact on your overall well being and outlook on life.