Broker Check


What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.


Wednesday, September 21, 2022

How Much Higher Can Rates Go? | Weekly Market Commentary | September 19, 2022With 2022 likely being one of the worst year for bonds ever, LPL Research discusses if yields could go higher from current levels. READ MORE The information...


Monday, March 29, 2021

Bridging the gap between plan sponsors and their fiduciary responsibility Bridging the gap


Monday, March 29, 2021

Best practice plan success checklist Plan Success Checklist


Monday, March 29, 2021

Compare the features and functionality of different defined contribution retirement plans. 2021 Plan Comparison


Monday, March 29, 2021

2021 Q1 Inside Retirement


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Thursday, March 22, 2018

Motivating Savings with Financial Wellness and Plan Design Resolution season is upon us. January through March are the peak motivation months. That special time of the year when people are eager to make positive strides toward physical...


Tuesday, February 20, 2018

Items Your Annual Retirement Plan Review May Be Missing As a plan sponsor, you are no stranger to the annual retirement plan review. And believe it or not, it is that time of year again! Although you may meet quarterly or...


Friday, November 10, 2017


Wednesday, September 13, 2017

Your Mid-Year Check-up


Wednesday, August 9, 2017

Bench-marking your financial wellness program...


Friday, July 21, 2017

CLICK HERE TO READ: Understanding Corrective Distributions


Monday, May 22, 2017

Automation is the future, but does that go for retirement planning as well?


Friday, May 12, 2017

Everything seems to be automated these day ... bill paying, taping favorite TV shows, or Dr appointment reminders


Monday, May 8, 2017

Retirement plans aren’t free. As a business owner, it’s easy to understand, but what are the real costs? What are we paying for and why? These are great questions and exactly what we are going to answer. Retirement Plan...


Tuesday, May 2, 2017

Regular bench marking provides information to help you offer the most competitive plan, check under the hood for possible issues, and helps fulfil your fiduciary responsibilities. We've outlined some characteristics and features...


Thursday, April 6, 2017

Significant News and Information for Fiduciaries, Employers & Retirement Plan Sponsors LIFT Retirement 2017 Q1


Saturday, April 1, 2017

Am I a Plan Fiduciary? Use this simple 5 question test to understand whether it's time to re-examine how to meet your duties.


Thursday, March 9, 2017

Helping prepare your employees for retirement is an awesome responsibility; it takes constancy and prudent oversight. It’s important to remember that evaluating your business’ retirement plan is an ongoing process....


Thursday, March 9, 2017

Financial wellness has been defined as a state of well-being where an individual has achieved minimal financial stress, established a strong financial foundation, and created an ongoing plan to help reach future financial goals.[i]...


Wednesday, March 8, 2017

Am I a Plan Fiduciary? 1 in 3 plan sponsors didn't know they were fiduciaries.Approximately 6 out of 10 plans audited are found out of compliance, with an average fine of $200,000 per plan correction. (footnote references attached)


Tuesday, August 9, 2016

Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don’t know that there are other ways to maximize their benefits, some of which depend on their marital status....