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January 2018

Study: Employees are Financially Stressed and What it Means to your Business

2018-01-11T15:05:17+00:00

Study: Employees are Financially Stressed and What it Means to your Business I read in the paper today (Star Tribune, 1/1/2018: “Helping workers solve money angst”) some amazing figures.  According to the surveys that were cited, there are a considerable number – a third - of employees who feel uncertainty about money.  These folks think [...]

Study: Employees are Financially Stressed and What it Means to your Business 2018-01-11T15:05:17+00:00

Market Outlook 2018

2018-01-04T11:46:47+00:00

RETURN OF THE BUSINESS CYCLE OVER THE PAST EIGHT YEARS, extraordinarily accommodative monetary policy has served as the primary catalyst for spurring continued economic growth in the U.S. and around the globe. Although the economic expansion has delivered steady gross domestic product (GDP) growth, consistent returns for the broad stock market, and an improving job [...]

Market Outlook 2018 2018-01-04T11:46:47+00:00

November 2017

Evaluating Your Fiduciary Process

2018-01-04T10:56:42+00:00

Evaluating Your Fiduciary Process Believe it or not, an efficient retirement plan committee does not happen by chance. The “best practices” your committee upholds form the foundation for a prudent process creating an opportunity for employees to pursue their retirement goals. Companies of any size can benefit from a consistent process and should consider implementing [...]

Evaluating Your Fiduciary Process 2018-01-04T10:56:42+00:00

October 2017

Customizing Plan Design

2018-01-04T10:56:42+00:00

NO “ONE-SIZE-FITS-ALL” PLAN Retirement plans come in all shapes and sizes: DC Plans, DB Plans, Non-Qual, 401(k), 403(b), 401(a), 457, SEP IRA, Simple IRA, Roth IRA, Cash Balance, HSA… and any other number letter combinations that you can think of. The simple truth is that there is no one-size-fits-all version of a retirement plan; and [...]

Customizing Plan Design 2018-01-04T10:56:42+00:00

The Gucci 401(k) Plan Lawsuit

2017-10-02T16:12:48+00:00

I read an article today about Gucci and a lawsuit they are facing about excessive fees in their 401(k) plan. The plaintiffs in this case are the employees. The employees allege they are being over-charged and it appears they are. Like many employers, they selected a 401(k) plan record keeper that offers a turn-key platform [...]

The Gucci 401(k) Plan Lawsuit 2017-10-02T16:12:48+00:00

September 2017

Your Mid-Year 401(k) Plan Check-Up and Tune-Up

2018-01-04T10:56:42+00:00

As we round the corner to 2018, I can’t help but wonder, where did the year go? It feels like January and New Year’s resolutions were just yesterday.  Alas, those days have come and gone, and the “next” New Year is only a few months ahead.  This means now is the time to focus on [...]

Your Mid-Year 401(k) Plan Check-Up and Tune-Up 2018-01-04T10:56:42+00:00

March 2017

Do you know anyone contemplating divorce?

2018-01-04T10:56:42+00:00

We have an upcoming Divorce Workshop on March 11, 2017; see spot on Kare11. Click here to register for our Divorce Workshop! Watch Our Video on Kare11 Click this direct link to the video:  http://www.kare11.com/money/avoiding-financial-pitfalls-in-divorce/414589083

Do you know anyone contemplating divorce? 2018-01-04T10:56:42+00:00

May 2016

April 2016

When Life Insurance Becomes Taxable

2017-10-02T15:52:39+00:00

Consider these facts on aging from the 2010 Census¹: The highest growth rate for a 10-year age group within the older population (age 65+) was for men 85 to 94 years old (+46.5 percent). Women in this age group grew by 22.9 percent. Men 90 to 94 years old had the fastest growth rate (+50.3 [...]

When Life Insurance Becomes Taxable 2017-10-02T15:52:39+00:00

Insuring Your Second Home

2018-01-04T10:56:42+00:00

Vacation home sales jumped 57% to an estimated 1.13 million for the 12-month period ended December 31, 2014, exceeding the recent peak level reached in 2006.¹ When it comes to insuring your second home, you may find that the coverage you need is quite different than what you have on your primary home. The Unique [...]

Insuring Your Second Home 2018-01-04T10:56:42+00:00