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Generational Influences and Behavioral Finance

Understanding generational attitudes toward investing and the cognitive biases that can lead participants astray is key to helping employees of all ages improve their financial wellness and [...]

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Measuring Financial Wellness

Establishing financial wellness metrics has become increasingly important over the last year. The COVID-19 pandemic has created economic hardships for many American families, depleting emergency [...]

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Retirement Plan Document Retention: What Should Fiduciaries Keep?

ERISA requires employers to retain certain documents as part of its recommended retirement plan document retention. These records are critical if your plan were ever to be challenged by the IRS, [...]

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How Will Inflation Affect You?

You may have heard the word inflation swirling around recently. It can sound like a scary word. But should we be concerned about it? Read on for thoughts on understanding inflation and how it’s [...]

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401(k) Plan Tax Credit Summary

Eligible employers may be able to claim a tax credit of up to $5,000, for three years, for the ordinary and necessary costs of starting a SEP, SIMPLE IRA or qualified plan (like a 401(k) plan.) A [...]

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ERISA Definitions and Financial Designations for Plan Sponsors

Plan sponsors and retirement plan committees are likely to encounter a myriad of industry-related naming devices and designations. It is important that they understand what each means in terms of [...]

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5 Tactics to Increase Retirement Plan Participation

Employees fail to enroll in their retirement plan for a variety of reasons. They may be intimidated if it’s their first time around or they might not fully understand and appreciate the benefits [...]

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Keep More Dollars in Your Pocket: Tax Planning

It’s that time of year – thinking about income taxes and capital gains taxes and deductions – tax planning. With a savvy financial planning tax strategy, you may be able to reduce your income tax [...]

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Meet Mike Dinan

Get to know our team members! Meet Mike Dinan, CFP®, Partner and Senior Wealth Advisor. What’s one of your favorite things about your job?  Getting to know our clients as well as we do and [...]

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Former Employees with Plan Assets are Still Participants

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 [...]

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