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Are Your Participants Experiencing a Fee Imbalance?

February 20, 2018

Subsequent to the 2012 implementation of ERISA fee reporting regulations (ERISA 408(b)(2) & 404(a)(5)), the Department of Labor (DOL) began […]

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Weather or Not, Stay Invested

February 20, 2018

Kyle Olson, CFA, Senior Investment Analyst 2017 was one of the strongest years on record for hurricanes in the Atlantic […]

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Health Savings Accounts: A Tax Trifecta Investment Opportunity

February 20, 2018

HSAs: A Tax Trifecta Investment Opportunity When it comes to fiscally frugal health insurance options, health savings accounts (HSAs) aren’t […]

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Enthusiasm And Trust High For 401(K) Plans

November 3, 2017

When it comes to saving for retirement, Americans love their 401(k) and other defined contribution (DC) plans. They demonstrate it […]

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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 […]