If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important
Can you relate to any of the following?
- “I should have bought that stock before the company went public!”
- “What a shame — I wish I had invested in that new
Fiduciary duties include ensuring the fees and expenses paid from plan assets are reasonable. Here are some tips to know as it relates to understanding
Due to the increased frequency and severity of ERISA lawsuits, many employers, both large and small, should secure the protection of having fiduciary liability
Most plan sponsors, trustees, and investment committee members are neither ERISA nor investment experts, and so need the assistance of independent experts. Here
In 2019, 5.7% of Defined Contribution (DC) plans overall included company stock investments in their retirement plans, increasing to 13% for large plans and 34
Of all the responsibilities an investment committee will undertake, none is as important as the selection of investment options offered to plan participants.
If you’re not familiar with ERISA Section 404(c), here are some things you need to know:
- ERISA Section 404(c) allows you to be relieved from liability
There’s a lot of talk about having a formal Investment Policy. We think it’s in your best interest to have one and here’s why:
- A formal investment
Whether you have an established committee, or are looking to set up a new committee, here are some guidelines to follow when holding investment committee
