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Blog

Wednesday, August 15, 2018

Collective Investment Trusts — The Fastest Growing Investment Vehicle Within 401(k) Plans. For almost a century, collective investment trusts (CITs) have played an important role in the markets. They were originally introduced in...

 

Sunday, July 15, 2018

What is an Exchange?An exchange is a turnkey solution for businesses that allows you to provide the benefit of a retirement plan while offloading much of the administrative and fiduciary responsibilities at a potential cost reduction....

 

Monday, June 18, 2018

Are You Prepared for an IRS Audit? The Internal Revenue Service’s (IRS’s) Employee Benefit Audit Program is used to audit and enforce. The IRS’s emphasis, with respect to defined contribution plans is on compliance...

 

Tuesday, May 15, 2018

Have You Conducted a Fee Equalization/Levelization? Fees in defined contribution (DC) plans can be complicated. Historically, fees have not been fully and simply disclosed, but the industry is changing towards greater and more...

 

Sunday, April 15, 2018

In our research, late deposit of contributions is a frequent error made by plan sponsors and is a key priority of the Department of Labor (DOL). In every plan audit conducted by the DOL, the investigator looks to see if contributions...

 

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Thursday, March 15, 2018

This month the Retirement Time blog will focus in on Target Date Funds and their growing popularity as a qualified default investment alternative (QDIA). We hope that this article is informative and applicable.

 

Thursday, February 15, 2018

Navigating the obligations and duties of being a Retirement Plan Sponsor can be challenging. We hope that this month's edition of our Retirement Times Newsletter will provide you with meaningful insights and we hope you have a great...

 

Wednesday, February 7, 2018

This week, the Dow Jones Industrial Average dropped in a way that it never had before. Monday, the benchmark fell 1,175 points, taking the greatest tumble in its long history. At one point, it was down 1,500 points during...

 

Monday, January 15, 2018

Navigating the obligations and duties of being a Retirement Plan Sponsor can be challenging. We hope that this month's edition of our Retirement Times Newsletter will provide you with meaningful insights and we hope you have a great...

 

Tuesday, January 2, 2018

How Insurance Can Help You Retire in Comfort When we think about retirement, we usually think about our IRAs, our 401(k), social security, and other savings vehicles. But one essential component to retirement savings that often gets...

 

Friday, December 15, 2017

Navigating the obligations and duties of being a Retirement Plan Sponsor can be challenging. We hope that this month's edition of our Retirement Times Newsletter will provide you with meaningful insights and we hope you have a great...

 

Wednesday, November 15, 2017

The November 2017 edition of our Retirement Times Newsletter will discuss the expanding definition of employee benefits packages. November 2017 - Retirement Times

 

Tuesday, October 31, 2017

 

Sunday, October 15, 2017

Navigating the obligations and duties of being a Retirement Plan Sponsor can be challenging. We hope that this month's edition of our Retirement Times Newsletter will provide you with meaningful insights regarding Automatic Participant...

 

Friday, October 6, 2017

In conjunction with The Washington Post Magazine, Five Star Professional has recognized Walter Ziffer with the 2017 Five Star Wealth Manager award. Check out Walter’s Five Star Professional listing at http://publications...

 

Thursday, September 21, 2017

The Equifax Data Breach Have you been affected? If so, how can you try to protect yourself? Provided by (k)RPG On September 7, credit reporting agency Equifax dropped a consumer bombshell. It revealed that cybercriminals had gained...