Apr 9 2019How to Hire a 401k Advisor?
By Joe DeNoyior How to hire a 401k advisor is an exceedingly common question with an incredibly simple answer. We find that hiring a 401k advisor boils down to one thing, and that’s alignment with your organization and your objectives. To help determine that alignment, we find it’s helpful to ask two questions: What is Read more ➝Apr 5 2019Signals We See in Q1 2019 Results
April brings showers, baseball, and historically, the best month of the year for the S&P 500 Index (for the last 20 years). On top of that, the S&P 500 had its best first quarter since 1998, and in March we celebrated the 10-year anniversary of the current bull market. Although the U.S. economy hit a Read more ➝Mar 27 20193 Key Questions for Planning Your Budget
By Elena Arroyo When I got married, I remember the horrible dread of having “The Budgeting Discussion” with my future spouse. I had no patience for limits and concessions—I was busy building my Pinterest board (rosemary is so in right now), trying to figure out how much celosia I could cram into a table centerpiece Read more ➝Mar 19 2019Share Class ABC’s: Choose Wisely
Choosing mutual funds for your retirement plan’s investment lineup can feel like wading through a sea of alphabet soup. Fund companies typically offer multiple share classes, each sporting its own unique letter. A shares, C shares, I shares, R shares — what does it all mean? Luckily, you don’t have to be a mutual fund Read more ➝Mar 12 2019Bull Market Reaches 10 Years
The S&P 500 Index has staged an impressive rally after nearly entering a bear market December 24, with U.S. stocks notching their best start to a year since 1991. Stocks have climbed the “wall of worry” once again, but global uncertainty persists as the bull market nears its tenth anniversary. While the road to new Read more ➝Feb 26 2019The Shutdown Effect
By Jay Sanford, Director, Investment Strategy As the political football of another shutdown is being thrown around, we thought we would share some anecdotal information to put some things into perspective, both for the good and not so good. As some of you know if you have been around me, seen me present in front Read more ➝Feb 20 20194 Tips to Boost Your Employees’ Retirement Outlook
As many employees look ahead to retirement, 47% of workers feel somewhat confident that they’ll have enough money saved to retire on time and then live comfortably.1 However, forward-thinking employers have the ability to help their employees work toward a confident and happy retirement. According to the 2018 Retirement Confidence Survey from the Employee Benefit Read more ➝Feb 8 2019Stocks Warm Up in January
Most of the country might still be in the throes of the winter, but after extreme cold throughout many parts of the United States, thankfully the weather has warmed up. Stocks followed a similar path, warming up in January after a chilling December. Since the lows in December, the market is up more than 16% Read more ➝Feb 7 2019Risky Business: Why Plan Governance Matters
Participant-driven lawsuits are on the rise, and employers are facing heightened scrutiny of the way they manage their retirement plans. In today’s continually-evolving regulatory and legal environment, it’s more important than ever to make sure your organization’s retirement plan is both effective and compliant. A well-structured retirement plan governance program can help you pursue these Read more ➝Jan 29 2019What’s in Your Fiduciary File?
If the Department of Labor were to ever knock on your door, we want you to be prepared! Applying the essential requirements and best practice ideas on how to safely store fiduciary documents could help to lessen the possibility of litigation. Watch this 90 second video to learn more about: the primary documents that should Read more ➝