by Matthew Spay | Nov 30, 2017 | Blog
Posted on July 31, 2017 by retirementtimesnewsletter If you have ever opened a brokerage account with an advisor, you know the first step is gathering information to determine the risk profile and appropriate investment allocation for the individual. In order to...
by Matthew Spay | Nov 28, 2017 | Blog
Posted on July 5, 2017July 5, 2017 by retirementtimesnewsletter 1. Don’t cash out retirement plans when changing employment When you leave a job, the vested benefits in your retirement plan(s) are an enticing source of money. It may be difficult to resist the urge to...
by Matthew Spay | Nov 21, 2017 | Blog
Posted on June 30, 2017 by retirementtimesnewsletter Because benchmarks are an important part of investment due diligence, a plan fiduciary should carefully consider their selection. Two of the most common are FTSE Russell¹ and Standard & Poor’s². The RPAG...
by Matthew Spay | Nov 16, 2017 | Blog
Posted on June 30, 2017September 27, 2017 by retirementtimesnewsletterAs you are aware, in 2016 the Department of Labor (DOL) finalized regulations updating, and expanding, the definition of “fiduciary” in regards to the provision of investment advice. Originally...
by Matthew Spay | Nov 13, 2017 | Blog
Posted on June 30, 2017 by retirementtimesnewsletter Many retirement plan sponsors are increasingly recognizing the benefits of allowing retired employees to leave assets in the defined contribution (DC) plan. This arrangement can be a win-win for both plan sponsors...
by Matthew Spay | Nov 9, 2017 | Blog
Posted on June 29, 2017 by retirementtimesnewsletter Time is a powerful modifier of perception and purpose. No need to look any further than the frequent rumblings surrounding fixed income in the current rising interest rate environment. That isn’t to say the...
