Broker Check

JANUARY 2023 NEWSLETTER

An IPS Can Still Add Value for Plans Despite Goldman Sachs Dismissal

An IPS Can Still Add Value for Plans Despite Goldman Sachs Dismissal

Investment policy statements (IPSs) are commonplace among retirement plans — with around 83% providing one. And that number tends to be even higher...

Workers Are Turning to Employers for Inflation Help

Workers Are Turning to Employers for Inflation Help

With inflation at its highest levels in more than four decades, it’s not surprising that nearly three in four American workers report they’re experiencing increased stress concerning their personal finances...

Speaking of One Percent

Speaking of One Percent

Since the contribution limits were recently raised by 10% for 401(k), 403(b) and most 457 plans (to $22,500), we thought now might be a good time to share creative ways to communicate to your participants the benefits of increasing contributions...