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2020 Financial Markets Update

Retirement Counseling

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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 […]

2020 Financial Markets Update

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 […]

2020 Financial Markets Update

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 […]

2020 Financial Markets Update

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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]