Cliff Dunteman explains how recent case law could impact retirement plan sponsors when it comes to required arbitration and plan restatements.
Category: Blogs
Market Update for 3.11.21
Economists’ bullish outlook is driven by a number of factors, but a distinct turn in sentiment can be traced back to a specific day. Senior Research Analyst Jon Nolan explains in this market update.
How to Evaluate your Retirement Plan Advisor
As a plan fiduciary, you want to know if this cost is adding value to the operation and performance of your retirement plan.
Market Update 2.22.21
Director of Research Kevin Roloff addresses market highs and why today’s environment is the perfect storm for whipsawing individual stocks.
Calling Plan Sponsors: Mandatory Plan Restatements Loom
The Internal Revenue Service (IRS) requires pre-approved plan documents be restated on a uniform six-year cycle. As we approach completion of the latest cycle, mandatory plan restatements loom.
Where to Find Smart Money Moves
Investing requires much more than casual interest. When you’re looking to make stock selections, you also need great resources. In this article, we take a look at Gurufocus.com and how it can give insight into smart money moves.
When Money Dies
How great does inflation have to be before government can no longer control it? Explore this question as we review Adam Fergusson’s When Money Dies (1975).
King of the Hill
Investors face a perplexing outlook amidst record U.S. stock prices juxtaposed with an economy that’s still in early recovery. In this article, we examine why the United States has the near-term ability to print and spend money at a torrid pace.
Market Update 1.13.21
Chief Investment Officer Ed McIlveen summarizes thoughts from Francis Investment Counsel’s investment committee as investors look ahead to 2021.
Emergency Savings: The New Must-Have Plan Design Feature?
Previously we discussed the benefits of adding traditional after-tax contributions to retirement plans as a mechanism for high earners or high savers to build up Roth dollars in the plan
