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Federal Reserve Interest Rate Increase

Investments | June 24, 2022

The Federal Reserve raised interest rates by .75%, what does that mean for you and your money? Learn More >

Alternative Investments

Leisha Gosling, MBA, CEBS, QKA, QKC | Investments | May 17, 2022

Real estate, cryptocurrency, hedge funds, private equity; is adding alternative investments to your retirement plan worth the risk? Learn More >

Are Retirement Funds Safe from Creditors?

Leisha Gosling, MBA, CEBS, QKA, QKC | Investments | April 1, 2021

In most cases 401k funds qualify for creditor protection under a federal law known as ERISA. Learn More >

DOL Guidance on ESG and Other Investments

Leisha Gosling, MBA, CEBS, QKA, QKC | Investments | November 10, 2020

The DOL released final guidance on October 30, 2020, concerning socially responsible, environmental, corporate governance (ESG) investing, impact investing, and economically targeted investing. Learn More >

Selecting and Monitoring Target Date Funds

Investments | January 7, 2019

Plan fiduciaries need to prudently select the Target Date Fund offered in the Plan. The DOL has created a tip sheet about Target Date Funds. Learn More >

QDIAs under the Pension Protection Act

Investments | September 11, 2015

Qualified default investments can help relieve plan fiduciaries of liability for investing plan assets of employees who don’t make an election. Learn More >

FINRA Issues Notice to Firms on IRA Marketing Practices and Rollovers

Investments | April 10, 2014

Financial firm practices related to the marketing of IRAs are going to be subject to increased focus by FINRA in 2014. Learn More >

Annuities in 401(k) Plans

Investments | April 19, 2012

Many of today’s employees may find themselves retiring with funds that might not last a lifetime. Learn More >

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