by Matthew Spay | Jan 11, 2018 | Blog
Posted on September 7, 2017September 6, 2017 by retirementtimesnewsletter The ongoing saga of the DOL’s fiduciary rule is now in its eighth year. The rule was first proposed in 2010 and promptly withdrawn amidst much controversy. The rule was re-proposed in 2015 and...
by Matthew Spay | Jan 9, 2018 | Blog
Posted on September 26, 2017 by retirementtimesnewsletter You have big dreams for your children. Maybe they will grow to be an astronaut or a doctor—their potential has no limit. Have you considered how they will get there? Have you started to save for your children’s...
by Matthew Spay | Jan 4, 2018 | Blog
Posted on September 26, 2017September 26, 2017 by retirementtimesnewsletter Our research shows that the vast majority of plan sponsors recognize that automatic enrollment has been effective in improving plan success and simplifying internal plan administration. Could...
by Matthew Spay | Jan 2, 2018 | Blog
Posted on September 26, 2017 by retirementtimesnewsletter The number of notices and disclosures required to retirement plan participants has increased while methods to access information changed drastically. Many people receive their news and information on electronic...
by Matthew Spay | Dec 28, 2017 | Blog
Posted on September 1, 2017 by retirementtimesnewsletter If debt is a leading contributor to your overall stress, you are not alone. The national mean for household credit card debt is $16,000. The average total household debt, including mortgages, is $132,500.¹ That...
by Matthew Spay | Dec 26, 2017 | Blog
Posted on September 1, 2017September 1, 2017 by retirementtimesnewsletter Adhering to prudent standards includes auditing quarterly statements from the recordkeeper. However, there is no explicit requirement for plan fiduciaries to do so. With regard to plan assets,...
