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401(k) Plan Costs Continue to Decline
Great news for plan participants and plan sponsors! According to the latest annual edition of the “401k Averages Book”, total costs for 401(k) plans declined an average of 3 basis points in 2022.
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Planning for the unexpected | What to know when protecting yourself, your family and your possessions
Everyone loves talking about insurance, right? Probably not. But the truth is, risk management and insurance planning are essential components of a comprehensive financial plan. In this webinar, Catherine Azeles is joined by Karen Meck and Ginny Cottrill of KBM consulting to talk about all things insurance
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What’s in the SECURE 2.0 Act?
Who doesn’t enjoy tying up year-end loose ends? The original SECURE Act was signed into law on December 20th 2019. Its “sequel,” the SECURE 2.0 Act, was similarly enacted at year-end on December 29th 2022.
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SECURE 2.0 Brings Significant Changes to Retirement Plan Administration
On December 29, 2022, the SECURE 2.0 Act of 2022 (SECURE 2.0) officially became law as part of a larger omnibus spending bill. SECURE 2.0 builds on earlier reforms to the retirement plan system made in 2019 by the Setting Each Community Up for Retirement Enhancement Act (SECURE Act). Like its predecessor, SECURE 2.0 is…
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Back to the Investment Basics Part 1: Yesterday’s News
There have been so many big events competing for our attention…Inflation is real, and needs to be managed. Heightened levels of market volatility across stock and bond markets alike may have left you once again wondering whether this time is different.
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The inverted yield curve – What is it and what could it mean? | December 2022
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Final ESG Regulation Published in the Federal Register
The highly anticipated final ruling from the DOL regarding its consideration of environmental, social and governance (ESG) factors within sponsored retirement plans has finally been unveiled and formally published in the Federal Register. In short, the final ruling gives plan fiduciaries the option to consider climate change and other environmental, social and governance factors when they…
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Forbes Names Conrad Siegel One of America’s Top RIA Firms
Conrad Siegel, based in Harrisburg, PA with offices in Lancaster, PA and Naples, FL has been named to Forbes inaugural list of Top RIA Firms in America. The list was developed by Forbes and SHOOK Research using an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person interviews, and quantitative data. The list…
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Virtual Townhall – October 2022 – Cybersecurity
