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New Employee Leave under the FFCRA
On March 18, 2020 President Trump signed the Families First Coronavirus Response Act (FFCRA) into law. The new law included two significant leave program provisions going into place for 2020 due to the current pandemic. This exhibit includes information about the new leave provisions along with information about how they interact with the current Family…
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Investing for retirement in a volatile market
In times of uncertainty and rapidly moving markets, staying the course and focusing on the long-term is a best practice. While market volatility is not fun, a diversified portfolio is well positioned to minimize damage. As we have said in the past, we want to avoid making short-term decisions with long-term money. With an ever-changing landscape, here…
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Retirement investing tips in a volatile market
Don’t panic, you are investing for the long-term: Don’t let short-term emotions dictate how you invest your long-term assets. Remember you are not investing for today, but for the future. Don’t time the market: Timing the market will likely not improve investment results and is more likely to result in disappointing returns. Stay diversified: Asset…
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Retirement Plans: Investment Committee Checklist
The fiduciary landscape is changing, and processes once seen as “good enough” no longer check all of the right boxes. Use this straightforward checklist to ensure the investment committee is covering its bases. Plan Investments Plan Fees Participant Outcomes Fiduciary Governance Have questions on your retirement plan? Contact our team!
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Building a Successful Investment Committee
The standards plan fiduciaries are held to seem to be rising. A critical step in meeting your fiduciary responsibility is to start an investment committee or strengthen your current one. These high-level investment committee basics break down what a successful committee looks like. Committee Structure Size: Typical committee size ranges from 3 to 9 members. The…
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What you need to know about fiduciaries
While the word fiduciary has been a popular buzz word in the news, like most things in the financial industry, it can be a bit confusing. By definition, a fiduciary is a person to whom property or power is entrusted for the benefit of another. You can see how this broad definition might support the confusion…
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Life Transitions Checklist: What happens financially after I pass away?
Nobody likes to think about death, but yet we all have to face it sooner or later. The grief that dominates us when a loved one passes away can be immensely overwhelming. Then to make matters worse, the survivors need to figure out how to best move forward and settle the estate and financial affairs. …
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Could your hands-off approach be harmful to your retirement plan?
A laissez-faire approach can make your retirement plan even harder to reclaim if you let things go too long. Remember that employees actually expect to retire someday One of the problems with some 401(k) plans is the sponsor started the program just to meet their competition, or because they felt they had to offer “something”…
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Retirement Investing Tips for Florida Residents
We get it. Managing your retirement investments can be challenging. Along with the millions of other things you have to do with your time, examining your retirement investment portfolio sometimes doesn’t even crack the top ten. If investing seems like too much for you to handle on your own, consider partnering with an investment advisor…
