As we work closely with plan sponsors and participants in a challenging environment, we encounter common themes on the regulatory, plan administration, M&A, and data security fronts. We’ll provide fiduciary education around those items and an update on potential regulatory and legislative changes coming soon.
Month-in-Review: October 2022
Take a look at what happened last month and what’s ahead in the market and economic environment. Check out the latest Month in Review.
Making Sense of the Markets: November 2022
Economic news and the domestic markets can be confusing. With all the changes happening, it is important to stay up to date on the current developments and have a plan for the long term.
How to Overcome the ‘A Word’ (Annuity) Adverse Reaction
Regardless of their merits, the “A-word” (annuities) get a bad rap. Chris Roper tackles annuity misconceptions.
The Advocate Newsletter: Fiduciary Responsibilities in Challenging Markets
We’ve not been so lucky in 2022, as inflation has run rampant, equity markets have struggled mightily, and bond markets have offered no place to hide.
Month-in-Review: September 2022
Take a look at what happened last month and what’s ahead in the market and economic environment. Check out the latest Month in Review.
Bingham Named Managing Director
Financial Fitness for Life (FF4L) is pleased to announce that Kyle Bingham has been named Managing Director of the award-winning financial wellness solutions company.
401(k) Plan Sponsors
Even small companies can sponsor 401(k) plans. These attractive employee benefits offer the fastest path to saving more money to build a healthy retirement fund.
What Are the Types of IRAs?
QPA’s Robert Massa touches on the simple IRA and Spousal IRA in his recent article feature in U.S. News & World Report.
Month-in-Review: August 2022
Take a look at what happened last month and what’s ahead in the market and economic environment. Check out the latest Month in Review.