Newsletters

Fiduciary Rule-Round Up

Fall 2017

There has been a large amount of upheaval in the retirement world as of late and it centers around the new fiduciary rule. The New Fiduciary Rule means that many professionals in the finance world that weren’t previously considered fiduciaries will now have to take on that title.

Houston, We Have a Problem…

Fall 2017

Times can get tough for people. With the onset of Hurricane Harvey having decimated parts of the Gulf Coast and Hurricane Irma following its destructive lead, we are reminded that at any point we may find ourselves in hardship.This year the IRS released new examination guidelines for documenting hardships.

iWork: The Millennial Workforce

December 2017

Millennials. You might think of them as the lazy, entitled generation born between the early 80’s and 00’s with their faces in their phones that say “totes” when they agree with you. Since they are taking over as the largest sector of the workforce, you should look at them as major contributors to your company’s retirement plan.