Retirement Outlook Q1 2020: Plan Sponsor Edition

Confidence Comes with Knowing Who is a Fiduciary There is still some confusion among plan sponsors about whether or not they are plan fiduciaries, especially among sponsors of plans with less than $1 million in plan assets. In spite of increasing discussion about offloading fiduciary risk by using a designated 3(38) investment manager, misconceptions about…

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Tax Considerations Before Year End

Here are a few key considerations you may need to review to optimize your financial situation. If these action items are applicable to your unique situation, acting upon them will result in an unquestioned objective win. Many tax strategies only need to be acted upon before the April tax filing deadline of next year, but here are several important considerations that require attention before the New Year’s Eve revelry.

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Setting Up a 529 Plan: What You Need to Know

A 529 plan is a saving plan designed for future educational costs. We take a look at all you need to know about setting up a 529 plan It’s projected that over 20 million students will attend college by 2027. College is expensive. If you think your children will attend a university, it’s crucial to save now. …

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