Uncategorized
- Show All
- Firm News
- Wealth Management + Financial Planning
- Retirement Education
- 401(k) Retirement Plans
- Healthcare Benefits
- ESOP
- Actuarial
- Video
- Uncategorized
-
Conversation Clips | Is the 60/40 portfolio still king?-Video
-
Conversation Clips – March 2023 | What happened with Silicon Valley Bank?-Video
-
The inverted yield curve – What is it and what could it mean? | December 2022
-
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…
-
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…
-
What does that mean? Retirement lingo explained
We all know saving for retirement is important but some of the terms associated with retirement plans can make things confusing. We’d like to provide some clarity.
-
Retirement Readiness in an Economic Crisis
Are you setting up your employees for a successful retirement? Your employees need to be able to retire—both for their own good and for the good of the company. As an employer, you want to help your employees reach their goals and build a secure, comfortable future for themselves. And in a time when economic…
-
Are you fulfilling your fiduciary duty?
Establish an Investment Policy Statement Well-written Investment Policy Statement (IPS) should act as the roadmap for how you are going to select and monitor the investments within the plan. An IPS forms the basis for demonstrating the very high standard of prudence needed to make investment decisions. Your plan’s investment program is judged by the…
-
Limiting Fiduciary Consequences
The basis of the fiduciary relationship – the reason you are a fiduciary – is trust. You are legally entrusted with the plan’s proper functioning. The other side of that relationship? If you break that trust, you can be penalized under the law. If you as a fiduciary do not follow the basic rules, you…
