09 Nov Christopher E. Foster Named to 2020 Financial Times 401 Top Retirement Advisers
Posted at 21:36h
in Press Releases
Author: Chris Foster
01 May CARES Act Update – Disaster Relief Notice 2020
Posted at 04:25h
in Whitepaper
On April 29 2020, the Employee Benefit Security Administration (“EBSA”), a division of the Department of Labor (“DOL”), issued Disaster Relief Notice 2020-01, which contains items impacting retirement plans subject to ERISA. This communication provides a summary of those items.
02 Apr Smart Financial Strategies for Unexpected Events
Posted at 04:53h
in Whitepaper
A once-in-a-lifetime event such as the coronavirus pandemic forces us to reassess many things we may have taken for granted.
02 Apr Stocks & the Coronavirus – Think Before Reacting
Posted at 04:52h
in Whitepaper
The sustained rally that produced 30%+ gains in the S&P 500 in 2019 and continued into 2020 came to a screeching halt in late February, when fears of the coronavirus epidemic and its effects on the economy swept Wall Street and beyond.
02 Apr Managing Market Volatility – Principles of Investing Success
Posted at 04:50h
in Whitepaper
The past months have tested the strength and resolve of individuals, businesses and governments around the world.
30 Mar CARES Act – Impact on Retirement Plans
Posted at 04:27h
in Whitepaper
On March 27, 2020, the U.S. House of Representatives passed the Coronavirus Aid, Relief, and Economic Security Act (“CARES Act”) that was passed in the U.S. Senate on March 25, 2020. The President signed the bill into law on March 27, 2020. This brief is a summary of provisions contained in the CARES Act that impact retirement plans and IRAs.
18 Mar Fee Levelization and Defined Contribution Plans
Posted at 04:44h
in Whitepaper
The growth of 401(k) or Defined Contribution (DC) plan investments has been on a steady climb since the beginning of this century.
08 Jan New Year, Long-Overdue Overhaul of the Retirement Industry
Posted at 04:22h
in Whitepaper
The Setting Every Community Up for Retirement (SECURE) Act was signed into law late in 2019, marking the second time in three years new tax legislation passed at year-end. Why is it significant? The SECURE Act gives retirement savers a more robust toolkit to save for retirement.
25 Oct Cybersecurity for Plan Sponsors: What You Need to Know and What Actions to Take
Posted at 04:18h
in Whitepaper
Today, it is hardly surprising that the term “cybersecurity” is ubiquitous as the issue that regularly makes news headlines around the world.
15 Oct Choosing a Retirement Plan
Posted at 04:20h
in Whitepaper
Employers recognize that providing tax-favored retirement benefits makes good business sense. Prospective employees consistently rank the presence of a retirement plan as an important factor in deciding whether to accept a job offer.
30 Sep Paying Too Much in Taxes? Consider a Cash Balance Plan
Posted at 04:16h
in Whitepaper
The retirement plan landscape has undergone a series of radical changes in recent decades. For a long time, the traditional pension plan was dominant. Under these plans, employers put money into funds that pay retired workers, and sometimes their survivors, a regular income for the remainder of their lives. However, traditional defined benefit pension plans began to lose ground among businesses of all sizes in the 1990s due to their high operational costs, regulatory complexity, and potential for expanding liabilities.
15 Mar The Importance of Financial Wellness
Posted at 04:19h
in Whitepaper
Numerous recent studies highlight the fact that American workers of all ages may not be saving enough to maintain their current standard of living during retirement. Indeed, many workers lack confidence that they will ever be able to afford to retire.