April 2023 Newsletter
Your Plan Fiduciary Must-Do and Should-Do Lists
When you’re a plan fiduciary, you are, of course, prioritizing what ERISA law requires of you. You have a checklist of Must-Dos. But there is also a list of things that you can do proactively...
A More Nuanced 4% Rule?
The 4% “rule” was designed to provide a high degree of confidence that a balanced portfolio would last at least 30 years. This strategy has come under increased scrutiny with longer lifespans, volatile market returns and changes in the interest rate environment...
Benefits of Omnichannel Financial Wellness
The advantages of financial wellness programming for employers are well-documented and may include: lower health care costs, higher worker retention, reduced absenteeism and increased productivity. But not all financial wellness plans are created equal...