Retirement Counseling
How Long Can You Fund Your Lifestyle?
July 14, 2020
No one likes budgeting, but it’s important to make sure you’re not spending beyond your means, especially if your income […]
Evaluating Your Plan and Fees? Think More, Not Less.
May 24, 2018
Should you reduce your plan’s fees to better serve participants? Many vocal experts speaking on behalf of investors and participants […]
Have You Conducted a Fee Equalization/Levelization?
May 24, 2018
Bill Tugaw, Governmental Plan Practice Leader Fees in defined contribution (DC) plans can be complicated. Historically, fees have not been […]
Are You Prepared for an IRS Audit?
May 24, 2018
Michael Viljak, Manager of Advisor Development The Internal Revenue Service’s (IRS’s) Employee Benefit Audit Program is used to audit and […]
Retirement: What’s New that Impacts You and Your Clients
December 2, 2016
On December 1, 2016, Eileen Shaw, ERISA consultant, hosted a webinar to explain the impact of the Department of Labor’s […]
To Be, Or Not to Be, Using Defined Benefit Plans: Part II
May 29, 2014
In the first part of our series, we highlighted why hybrid defined benefit plans, commonly referred to as cash balance […]
Defined Benefit Plans: An Asset or Liability?
March 5, 2014
First Western Trust’s Director of Retirement Plan Consulting Services, Paula Hendrickson, recently presented a webinar entitled Defined Benefit Plans: An […]
Safety and Success of 401(k) Programs
May 3, 2013
With so much uncertainty surrounding the stability of America’s financial and investment sectors, the safety and success of 401(k) programs […]
After the Fiscal Cliff: Retirement Impact
March 21, 2013
First Western Trust’s Director of Retirement Plan Consulting, Paula Hendrickson, shares her perspective on the current retirement landscape and the […]
Retirement: How Much Is Enough?
August 30, 2012
First Western Trust’s Director of Retirement Services, Paula Hendrickson, CFP®, discusses important factors to consider in planning for your retirement […]