Q4 2017 Fiduciary Hot Topics

December 13, 2017
Finance, Retirement,

​TIAA’s Public Image Takes a Hit, Tax Reform Proposals and the Art of the Possible, Rolling Over a Plan to a Roth IRA, and more.

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Easy ways to ensure financial security in retirement

May 24, 2017
Finance, Retirement,

Take control of your retirement savings to ensure that you’re ready to put your feet up and relax.

Protecting Your Credit

Ensuring the accuracy of your credit is vital, which is why it should be regularly monitored. Follow these ten tips to keep your credit on target.

Do you Understand Your Retirement Plan?

March 01, 2017
Finance, Retirement,

​Answers to common retirement savings plan questions, such as eligibility, accrual and vesting. Includes an employee plan of action to follow.

Retirement Plan Don’ts

February 27, 2017
Finance, Retirement,

What actions will reduce the ultimate size of your nest egg?

Retirement Investing for the Long Haul

January 30, 2017
Finance, Retirement,

​6 retirement strategies for maintaining long-term investments and how to handle significant market events.

Am I a Fiduciary?

January 13, 2017
Employee Benefits, Finance, Retirement,

Knowing your fiduciary responsibilities is serious business. It is your duty to know whether you are a fiduciary, and, if so, what your responsibilities are.

Retirement Plan Contribution Limits for 2016

November 10, 2015
Finance, Retirement,

The Treasury Department recently announced inflation-adjusted figures for retirement account savings for 2016. The table below compares the 2016 dollar limits with the last two years.