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Retirement Plan Fiduciary Mistake – Focusing Solely on Past Investment Performance
Fiduciaries are not responsible for delivering the absolute best investment performance. They are responsible for following a prudent decision-making process that is reasonable and well-documented, and for making decisions with the best interest of participants in mind. Focusing primarily or solely on past investment returns could result in the following fiduciary mistakes: Ignoring the fact…
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Conrad Siegel Makes List of Top RIA Firms Nationwide
Investment Advisory Firm Ranks in Top 100 on National List for Assets Under Management Harrisburg, PA – August 2022 – Conrad Siegel has been named to Financial Advisor Magazine’s list of Top Registered Investment Advisor (RIA) Firms. The annual list ranks firms nationwide by total assets under management (AUM) based on the previous year-end. Of…
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Intro to Health Savings Accounts – Video
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Six Ways a Recession Resembles a Bad Mood
There’s been a lot of talk about recessions lately: Whether one is near, far, or perhaps already here. Whether we can or should try to avoid it. What it even means to be in a recession, and how it’s related to current market turmoil.
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Healthcare Carrier Updates
HIGHMARK: Highmark is excited to announce the Well360 Diabetes Management program powered by Onduo is now available to eligible Highmark members with type 2 diabetes.This will be a core, value add service for all fully insured, small group, grandmothered and ACA, MA, and Individual, ACA and small group balance funded clients. This is available as…
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9 Things to Think About During a Volatile Market
For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Even if you are an experienced investor, you can hardly be blamed for feeling fear, when you are hearing the constant drumbeat of data and headlines that are designed to evoke an emotional response in you.
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ACA | Is the IRS going to fix the “family glitch”?
The IRS has made a proposal that may help many families access additional ACA marketplace subsidies, and employers will predominantly be unaffected. If you are intrigued, read on. The IRS issued a proposed rule on April 5, 2022 to close a loophole in the ACA policy affecting subsidies in the ACA marketplace. Currently, a family…
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Smart Investing: Be Wary of Forecasts
Forecasts are everywhere, all of the time. The problem with forecasts, as you know, is that they are almost always wrong. While forecasting is used in many different areas of life, including politics and sports, the two most common areas you’ll hear about forecasting are weather and financial markets. Meteorologists, something I actually wanted to…
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Healthcare Compliance Corner
Medicare Part D Disclosure Requirements Entities that provide prescription drug coverage to Medicare Part D eligible individuals must disclose to CMS whether the coverage is “creditable prescription drug coverage”. This disclosure is required whether the entity’s coverage is primary or secondary to Medicare. Entities must disclose creditable coverage status to CMS using the online Disclosure to…
