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The Rise of Collective Investment Trusts
Collective Investment Trusts, also known as CITs, have continued to make headlines in the retirement plan industry. In the evolving retirement plan landscape, CITs are gaining traction as an attractive investment vehicle for participants and plan sponsors. Once a niche offering, CITs are becoming increasingly popular among plan sponsors and participants due to their cost…
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A Guide for Retirement Plans: Transitioning from Balance Forward to Daily Recordkeeping
When managing retirement plans, the choice between daily and balance forward recordkeeping is an important consideration. Both methods have their advantages, but many modern-day plans are shifting towards daily recordkeeping for its distinct benefits. Here we look at the differences between the two, the potential advantages of daily recordkeeping, and what a transition process might…
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Exploring the Benefits of Streamlining Retirement Plan Providers
In today’s fast-paced, digital-first business environment, efficiency is key to maintaining a competitive edge. When it comes to managing retirement plans, consolidating your plan providers can offer significant advantages. First, it’s important to know the different roles of providers within a retirement plan. This can be relatively straightforward if your organization offers a single plan…
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The Most Common Financial Planning Mistakes We See
We’ve crafted hundreds of financial plans over the years. Here are some of the most overlooked opportunities we see during our financial planning meetings.
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A Recipe for Investing
"What should we have for dinner tonight?” Do you ever find yourself asking that question? It’s a dilemma that we face regularly, whether we’re cooking for ourselves, our families, or even planning a dinner party for friends.
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How does AI impact investing?
The internet is all abuzz about Artificial Intelligence (AI). If you’ve tuned into any news show, website, or podcast in the last few months, chances are you’ve heard a story about AI. The clickbait titles range the gamut from the negative to the positive
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Fred Gard Named Partner at Conrad Siegel
Gard, a Consulting Actuary, works within the firm’s Health & Welfare division that provides consulting services for employers’ health benefit plans.
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Pension Credit for Prior Police Department Service – Senate Bill No. 464
Senate Bill No. 464 was signed into law by the Governor on July 8, 2024. This bill allows for a city (except first-class cities), borough, town, township or regional police department to amend its plan to allow full-time officers who have satisfied the vesting requirements the option to purchase up to five years of pension…
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Healthcare Benefits | Common Terms Explained – Video
