Blog

401(k) Fee Transparency: What Is the True Cost of Your Retirement Plan?

By Eric Sholberg, CPA, AIFA | Jun 22, 2018 |

Knowing the fees in your plan is one of your fiduciary responsibilities, as is ensuring that the fees are reasonable for the services you are receiving.

June 20, 2018 |

Inheriting an IRA? Here’s What to Do Next

An inherited IRA retains the benefits of the original retirement account but is subject to immediate lifetime RMDs or a five-year withdrawal election.

June 15, 2018 |

Conflicts of Interest in Retirement Plans

We have compiled a list of key questions to consider to help you determine whether conflicts of interest exist in your plan.

May 24, 2018 |

Why All Retirement Accounts Aren’t Created Equal

When any discussion of personal finance turns to retirement savings, the focus often settles on a long-standing debate: should you contribute to a…

February 16, 2018 |

With Litigation Risk on the Rise, Make Sure You’re Meeting Your Fiduciary Responsibilities

Proactive management of 401(k) plans often results in lower costs, better returns, and ultimately employees not delaying retirement due to lack of savings.

January 12, 2018 |

Is a Personal CFO Right for You?

As Personal CFOs, we work with clients to see the big picture—their total balance sheet and how everything works together. We also painstakingly…