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Q4 2017 Fiduciary Hot Topics

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.

Benefits of a retirement plan

May 10, 2017
Retirement,

Did you know retirees may need up to 90% of their annual income today to retire comfortably?

10 Questions to Ask Yourself About Your Retirement Plan

April 17, 2017
Employee Benefits, Retirement,

Employers will find these questions helpful in determining what their responsibilities are in respect to their retirement plans.

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.

Proud to be Recognized as a Best Practices Agency

BHS has retained its status as a Best Practices Agency, an elite group of independent insurance agencies around the United States participating in the Independent Insurance Agents & Brokers of America (IIABA or the Big “I”) “Best Practices” Study Group.

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