Site Map
-
Home
- Contact Us
- About Us
- Background
- Leadership
- Vision and Values
- What to Expect
- Questions to Ask Yourself
- Role of a Retirement Plan Advisor
- Benchmarking Your Advisor
- Hiring the Right Advisor for Your Retirement Plan
- Fiduciary Responsibilities
- Are You Meeting Your Fiduciary Obligations?
- Fees and Expenses Associated with Your Plan
- §3(21) Co-Fiduciary vs. §3(38) Investment Manager
- Sponsor Services
- Corporate Brochure
- Featured Links
- Our Location
- Tell A Friend
- Affiliated Offices
- Communication and Education
- Fiduciary Compliance
- Provider Searches
- Investment Due Diligence
- Fee Benchmarking
- Plan Design
- Process
- Responsibilities Under ERISA §404(a) and §404(c)
-
Learning Center
-
Calculators
- Loan Payoff
- Home Affordability
- Mortgage Refinancing
- Mortgage Acceleration
- Credit Card Debt
- Lease Payment
- Car Affordability
- Estate Taxes
- Cost of Retirement
- Required Minimum Distributions
- Impact of Inflation
- Retirement Plan Early Distribution
- Retirement Portfolio Lifespan
- Federal Income Tax
- Tax-Deferred Savings
- IRA Eligibility
- Roth IRA Conversion
- College Funding
- Savings Goals
- Savings Accumulation
- Taxable Equivalent Yield
- Cash Flow Analysis
- Net Worth
- Lifetime Earnings
- Life Insurance
- Life Expectancy
- Long-Term Care Self Insurance
- LTCI Cost of Waiting
- Disability Income Insurance
-
E-Seminars
-
Flipbooks
- Financial Management Insight: Strategies to Help Build Your Future
- Understanding Social Security and Medicare: America’s Retirement Safety Net
- Higher Education: College Saving and Funding Strategies
- Investing Basics: Embark on Your Wealth-Building Journey
- Time to Get Tax-Savvy: Managing Your Tax Burden
- Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow
- Wealth Preservation: Planning to Leave a Legacy
- Financial Protection: Using Insurance to Help Manage Life’s Risks
-
Newsletters
- HOT TOPIC: High Foreign Investment in the U.S. – Will It Last?
- Treasury Yields Off 17-Year Highs
- If You Don’t Have a Will Yet, Why Not?
- FAFSA for 2025-2026 School Year Opens December 1
- Do You Know Your Medicare Coverage Options?
- Higher Rates Pressure Borrowers and Some Banks: Is Your Money Safe?
- HOT TOPIC: The Fed Finally Cut Interest Rates
- Can You Put the Brakes on Rising Auto Insurance Premiums?
- Do You Have Enough Life Insurance?
- Making the Most of Your Credit Card
- A Pension Strategy That May Boost Your Income
- What’s Your Real Return?
- HOT TOPIC: Should You Worry About Market Volatility?
- It’s Complicated: Inheriting IRAs and Retirement Plans
- Retroactive Social Security Benefits: A Chance to Turn Back Time
- Eight Great Investing Quotes
- Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes
- Just Your Average Millionaire
- HOT TOPIC: Real Estate Commission Changes Around the Corner
- Watch for These Hazards on the Road to Retirement
- Mixing It Up: Asset Allocation and Diversification
- After the Loss of a Loved One, Watch Out for Scams
- Consumer Sentiment: Do Americans See Brighter Days Ahead?
- Equity REITs: Is There Room for Real Estate in Your Portfolio?
- HOT TOPIC: The Economic Impact of an Aging World
- Should You Buy or Lease Your Next Vehicle?
- Birthday Benefits Quiz
- The IRS Wants More Info About Your Gig Income
- Can Home Improvements Lower Your Tax Bill? It Depends
- Saving for College: 529 Plan vs. Roth IRA
- HOT TOPIC: Real Estate Roundup: Feeling the Impact of Higher Rates
- Investor, Know Thyself: How Your Biases Can Affect Investment Decisions
- Do You Need to Adjust Your Tax Withholding?
- Insurance Gaps May Pose Risks for High-Net-Worth Households
- The United States Is Older Than Ever Before
- Are You Spending Money to Keep Stuff You Don’t Need?
- HOT TOPIC: What Stubborn Inflation Could Mean for the U.S. Economy
- Market Measures: Beyond the Dow
- New SAVE Repayment Plan Offers Key Benefits
- ESG Investing in the Spotlight
- Housing Market Trends: Are They Helping or Hurting the Economy?
- Where Will You Live as You Grow Older?
- HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan
- Beware of These Life Insurance Beneficiary Mistakes
- Individual Bonds vs. Bond Funds: What’s the Difference?
- What’s Required of the Executor of an Estate?
- How a Family Limited Partnership Can Power an Estate Plan
- Fixed Annuities: Retirement Income for Now or Later
- HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?
- Key Retirement and Tax Numbers for 2024
- How Savers and Spenders Can Meet in the Middle
- The Federal Reserve’s Key Meeting Dates in 2024
- Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
- Can Your Personality Influence Your Portfolio? New Research Points to Yes
- A New Year, A New Opportunity to Save with a 529 Plan
- Don’t Forget About Credit When Planning for Retirement
- Do You Have These Key Estate Planning Documents?
- Debit or Credit — What’s the Difference?
- Small Businesses Could Face Borrowing Challenges
- HOT TOPIC: SECURE 2.0 Provides New Retirement Savings Options in 2024
- Understanding Life Insurance
- Will You Work Beyond Traditional Retirement Age?
- Setting a Retirement Savings Goal
- SECURE 2.0 Makes It Easier to Give and Receive
- How to Kill Your Zombie Subscriptions
- HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
- Much Ado About RMDs
- Medical Debt and Your Credit Report
- ISM Indexes Watch for Trouble on Both Sides of the Economy
- Why the EPA is Focusing on “Forever” Chemicals
- New Medicare Rules Tackle Prescription Drug Prices
-
Research Articles
- What Key Estate Planning Tools Should I Know About?
- How Can a Living Trust Help Me Control My Estate?
- What Are the Pitfalls of Probate?
- How Can My Gift Benefit Me and the Charity?
- How Can I Control the Distribution of My Estate?
- How Will I Pay Estate Taxes?
- What Gifting Strategies Are Available to Me?
- What Is the Best Form of Property Ownership for Me?
- What Is the History of the Federal Estate Tax?
- What Is a SEP IRA?
- What Is a SIMPLE?
- What Is an IRA Rollover?
- What Is a Roth 401(k)?
- How Much Do I Need to Save?
- Unforgettable Birthdays
- What Are My Retirement Planning Options?
- Will Social Security Retire Before You Do?
- How Can I Estimate My Future Social Security Benefits?
- What Is a Self-Employed Retirement Plan?
- What Are My Retirement Plan Distribution Options?
- What Is a Traditional IRA?
- What Is a 401(k) Plan?
- What Is a Roth IRA?
- What Is a Required Minimum Distribution?
- What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½
- What Is Tax Deferral?
- How Can I Benefit from Tax-Advantaged Investments?
- What Tax-Advantaged Alternatives Are Available?
- What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
- Is There Such a Thing as a Tax-Free Investment?
- What Are Dividends?
- What Is an Exchange-Traded Fund?
- What Is Diversification?
- What Types of Bonds Are Available?
- What Is a Bond?
- What Do Bond Ratings Mean?
- What Is a Stock Index?
- How Do Mutual Funds and Stocks Differ?
- What Is a Mutual Fund?
- What Investment Risks Should I Know About?
- What Are the Different Classes of Assets?
- What Is Asset Allocation?
- How Can I Save for My Child’s College Education?
- What Is Dollar-Cost Averaging?
- 529 Lesson Plan: High Scores for 529 Plans
- What Are Some Tips for Managing My Money?
- How Long Will It Take to Double My Money?
- What Cash Management Tools Are Available?
- How Do Money Market Mutual Funds Work?
- How Can I Better Manage My Short-Term Cash?
- What About Financial Aid for College?
- What Savings Alternatives Are Available?
- How Does Inflation Affect Me?
- Why Purchase Life Insurance?
- What Is Term Life Insurance?
- How Can I Insure My Future?
- What Types of Health Coverage Are Available?
- How Can I Determine the Financial Strength of My Insurance Company?
- Am I Prepared for Long-Term Care Expenses?
- What Does Medicare Cover?
- How Likely Am I to Need Long-Term Care?
- What Are the Basic Types of Life Insurance?
-
Videos
- The Sandwich Generation: Caught in the Middle
- Digital Deception: Watch Out for Cybercrime
- Should You Pay Off Debt or Save for Retirement?
- Should You Sell When the Market Drops?
- 3 Potential Benefits of Dollar-Cost Averaging
- The Basics of Social Security Retirement Benefits
- Financial Planning: Helping You See the Big Picture
- Stocks and Stock Mutual Funds 101
- Bonds and Bond Mutual Funds 101
- The Pros and Cons of a Big Tax Refund
- Social Security: When Should You Claim Retirement Benefits?
- The Latte Habit
- Do You Know Who Your Beneficiaries Are?
-
Glossary
-
Quote Requests