Want to Attract Young People to Your Company? Forget Ping-Pong Tables
April 25, 2017
Paula Hendrickson, our senior vice president and director of retirement consulting services, and Eileen Shaw, our ERISA consultant, write for Marketwatch […]
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 […]
The Four Basics of Retirement Plan Success
April 15, 2016
When it comes to establishing a company’s retirement plan, a business owner is faced with a number of decisions that […]
First Western Trust Launches Third Party Administrative (TPA) Services
January 5, 2016
DENVER, Colo – January 5, 2016 – First Western Trust has expanded its retirement consulting offering with the recent launch […]
How Does a Fiduciary Support You and Your Company’s Retirement Plan?
August 13, 2015
Recently, the Obama Administration proposed significant changes for retirement planning – namely, the expansion of fiduciary standards. Such a proposal, […]
Strategies: How You Can Cash in on Cash Balance Retirement Plans
April 1, 2015
Retirement concerns everyone. How much is enough? How do I maintain my current lifestyle after I finish working? For successful […]
Retirement Update – Second Quarter 2014
July 31, 2014
On July 23rd, 2014, David Stern, investment analyst, shared his insight into economic trends in the second quarter and market […]
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 […]
Retirement Update – First Quarter 2014
April 29, 2014
On April 23rd, 2014 Katherine Berke CFP®, senior portfolio manager, gave commentary on economic trends in the first quarter and shared her […]
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 […]