It’s the time of year we start to think about what changes we’ll make in the new year. Maybe we have fitness goals, nutrition goals, or our happy place: financial goals. It’s never a bad time to work on getting your financial health in order. As you start to think...
You have all the balls in the air, and you juggle them well. But do you feel confident you’re prepared for the future? According to a study from Ameritrade, 84 percent of women manage their household finances. However, only 12 percent of those surveyed said they were...
Is your Financial Advisor a Registered Investment Advisor? (and Why You Need to Know) If you’re working with a financial advisor or thinking about doing so, you may have stumbled across the term ‘Registered Investment Advisor’. While the financial industry is full of...
Plan Sponsors should understand that terminated employees who left their account balance in your plan, are still considered participants under ERISA. As such, former employees have the same rights as current employees. They cannot contribute to their account under the...
