When the Message is Clear

I was doing a 401k education and enrollment session at one of the health care clinics I service. One of the attendees was especially attentive and she was taking very detailed notes. After finishing the presentation, she approached me for some more information: “I...

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Bitcoin, Buffet, and Bubbles

What We Know Bitcoin - Selling off 20% today after a meteoric rise.  But what is it? Some new store of value? New mode of transacting? How is it priced? I don't know it well enough to explain it. And I don't care. It hasn't been around long enough to tell if it's a...

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Retirement Plan Differences

Retirement plan accounts such as IRAs, qualified pension, or 401k Plans, all enable participants to grow money tax deferred. Yet distribution options, protection from creditors, beneficiary designations, and contribution limits can vary significantly by Plan type. The...

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Portfolio Strategy Review Q3 2017

The last stages of a bull market prompts investment pundits and professionals to make more than their usual predictions about the imminent market declines that are on the horizon. In contrast to the early stages when few are willing to forecast a bull market is in the...

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Managing Your Fiduciary Liability

There are 4 key areas for plan sponsors to understand that will help you manage your fiduciary liability with confidence. Excessive Plan Fees Selecting Imprudent Investments Failing to Follow Plan Document Terms Late Participant Contributions Excessive Fees In the...

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