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Does your plan require an annual audit? If your eligible participant count (including terminated employees who maintain an account balance) exceeds 100 at the beginning of your plan will you be [...]

Attaining a satisfactory retirement experience is dependent on sufficiency of post-retirement income. In an attempt to identify current attitudes in this regard the *Alliance for Retirement [...]

Many Defined Contribution retirement plan participants are uncertain as to benefits of allocating their contributions to traditional vs Roth options. This is for good reason. There are two key [...]

Life is busy: managing a career, running a household, and caring for loved ones all can be consuming. As we work hard to gather assets and prepare for a different season of life, it is easy to [...]

In today’s digital world, long before the most recent pandemic, we could stay in touch with friends and family around the globe and do everything from shopping online to completing paperwork with [...]

Subsequent to the 2012 implementation of ERISA fee reporting regulations (ERISA 408(b)(2) & 404(a)(5)), the Department of Labor (DOL) began to consider the appropriateness of the allocation [...]

Can you hear the school bells ringing? It’s that time of year, as plan sponsors, to review your to-do list of fiduciary responsibilities. Ask yourself the following questions to make sure you are [...]

It is important to conduct regular check-ups on your retirement plan to make sure you are on track to reach your retirement goals. Below are a few questions to ask yourself, at least annually, to [...]

Get to know our team members! Meet Ken Eshleman, CFP®, Partner and Senior Wealth Advisor, who joined Domani Wealth in late 2019! What would a perfect workday look like for you? Meeting with [...]

We’re in a different place, and yet the same. And by different place, we mean literally. Rather than heading into our local office each day, we’re heading from one room to another right at home. [...]