The SECURE Act – what you need to know for retirement

The SECURE Act – what you need to know for retirement

As you may have seen in the news recently, on December 20, 2019, the SECURE (Setting Every Community Up for Retirement Enhancement) Act of 2019 was enacted by Congress.  This legislation has been viewed by many as the next step in helping to ensure that every American...
DOL Proposes E-Delivery Safe Harbor for Plan Sponsors

DOL Proposes E-Delivery Safe Harbor for Plan Sponsors

In August 2018, President Trump issued an Executive Order, called “Strengthening Retirement Security in America”.  The major goals of this Executive Order centered around making required retirement plan disclosures easier to understand, and to look for ways to reduce...
Broadridge to Acquire FI360

Broadridge to Acquire FI360

One of the year’s biggest headlines in the financial services and investment advisory world recently emerged as it was announced that Broadridge Financial Solutions, Inc. (“Broadridge”) would be acquiring FI360, Inc. (“FI360”).  The acquisition, which is expected to...
401(k) Plans Are Stronger Than Ever

401(k) Plans Are Stronger Than Ever

It’s common to see “doom and gloom” headlines regarding the retirement accounts of American workers.  While the average American has some work to do in order to get their 401(k) to an optimal point, it’s important to note the great strides that have been made...