Set up your session today for confidential and complete body analysis, including a movement analysis that will determine your weak and overtight muscle groups, identify posture dysfunctions and help to make your training plan. Top-notch! Read More

Despite predictions by some that 2021 would begin with an explosion of Pooled Employer Plans (PEPs) as a result of the passage of the SECURE Act (Setting Every Community Up for Retirement Enhancement), that does not seem to be the case, so far. Certainly there are many PEPs out there to choose from, but even at this early date in the c... Read More

As someone saving for their retirement, you may want to periodically revisit your investing and financial strategies as well as your timetable for retirement. Even if retirement is still several years away, you can see how well various assumptions you may have made about retirement are holding up. Here are some issues you should consid... Read More

The uncertain times we have been living in for the past year-plus may – and I emphasize “may” – finally be on the decline. While we are plainly not out of the woods yet, I believe the time has come to at least consider, if not act upon, five retirement-related “to-do” items for this year. Focus on saving money for retirement. This... Read More

After creating relatively little concern for the financial markets over the past decade, the “I” word, or inflation, has recently been escalated to headline status. There has been wide agreement that the world’s economies have experienced a low rate of inflation over the past 10 years. A low rate of inflation means that overall, prices... Read More

While Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) got the lion’s share of attention last year with the passage of the SECURE Act (Setting Every Community Up for Retirement Enhancement) and understandably so another type of plan is also gaining traction in our industry. That is the GoP – which, I hasten to ... Read More

Watch the video athttps://youtu.be/zrffVUzFuYI The CARES Act is the third round of federal government support in the wake of the coronavirus crisis and associated economic fallout. The CARES Act provides further support to both individuals and businesses, including changes to retirement plan distribution and tax policy for individuals ... Read More

Watch the videohttps://youtu.be/d9cLyjouTm4 Over the course of the last year there have been seismic shifts in the retirement plan landscape – SECURE Act, CARES Act, numerous additional notices from the IRS and DOL, not to mention recently proposed new legislation. Learn what’s new and changing in the retirement plan landscape. Key Ite... Read More

https://youtu.be/GAgUXSQESm8 Join us as we kick off the 2021 PENTalkTM series with our 5th annual Pensions, Retirement and Markets installment: 5 Key Trends to Watch in 2021. We̢۪ll share insights highlighting five trends in the capital markets and retirement industry which are expected to impact pension sponsors and retir... Read More

2020 was an unusually busy year … and not just for the most obvious reasons. Legislatively, the retirement savings industry was faced first with the Setting Every Community Up for Retirement Enhancement (SECURE) Act – actually signed into law on Dec. 20, 2019 — the most significant retirement plan legislation i... Read More

The role and visibility of the United States Federal Reserve (Fed) has significantly expanded from its original charge as (a) an implementer of monetary policy and (b) a stabilizer of the banking system. It has become a large scale investment entity and bond market participant with a huge balance sheet. According the Council on Foreign... Read More

While there was some good news for the retirement industry during the annus horribilis (as Latin speakers would have it) of 2020, there were more than enough misfortunes and setbacks for most of us. Nevertheless, “Perpetual optimism is a force multiplier,” according to Colin Powell. So it is that we start this year by express... Read More

The end of a year is always a good time to take stock of one’s life: Not only what we’ve accomplished over the past 12 months, and where we currently are but also what the future holds.  First, and most importantly: If you are not already enrolled in your company’s 401(k) plan, stop everything and join it immediately! Don’t contin... Read More

Over the past several years, US growth stocks have left US value stocks in the dust from a return standpoint, outperforming value stocks by wide margins. However, this has not always been the case and, recently, value stocks have begun staging a comeback. Growth stocks are generally those that are high priced relative to their book val... Read More

Every year is a notable one for various reasons, but 2020 certainly will go down in the history books as one of our most momentous. The COVID-19 crisis; widespread protests over racial and social inequality; and the contentious November elections (with control of the U.S. Senate still undecided) were just a handful of the stories that ... Read More