Our News

Government Shutdown: Considerations for Employer Sponsored Plans
On Dec. 22, 2018, a partial shutdown of the federal government began, after Congress and President Trump did not reach an agreement on spending measures. It became the longest government shutdown in history. Although a resolution has now been passed to reopen the government for three weeks, what happens after those 21 days have passed?  Read More →
Craig Stanley Named to 2018 Financial Times 401 Top Retirement Advisers
We are pleased to announce that Craig Stanley has been named to the 2018 edition of Financial Times’ 401 Top Retirement Advisers! This list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans, such as 401(k) and 403(b) plans, across the US. Candidates were graded on six criteria: DC assets under  Read More →
President Trump Signs Executive Order Regarding Retirement Savings Plans
On Friday, August 31, President Trump signed an Executive Order directing the Department of Labor (DOL) and the Treasury to review and consider issuing regulations regarding increasing access to workplace retirement savings arrangements. The Executive Order (EO) notes the lack of retirement plan coverage among small employers and cites the cost and administrative burden associated  Read More →

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