by Dayle Scheinman | Sep 6, 2019 | Fiduciary Concerns
The retirement plan industry is constantly evolving. To keep pace, plan fiduciaries should be continuously evaluating their approach to plan design and governance. In today’s environment of increased litigation and plan design innovation, having a highly effective...
by Dayle Scheinman | Sep 5, 2019 | Investing
One of the most common mistakes for retired investors is too not get enough long term performance from their investment portfolios. This, along with withdrawing too many dollars, can be detrimental for your retirement goals. Let’s create a portfolio that can...
by Dayle Scheinman | Jun 6, 2019 | Investing
Recently, the stock market has made some dramatic swings up and down. For many of us, if the Dow Jones Industrial Average, a widely followed measure of stock-price performance of 30 of the largest U.S. companies, drops a thousand points, it sounds scary! But at the...
by Dayle Scheinman | Jun 6, 2019 | Fiduciary Concerns
Plan sponsor pain points often revolve around three things: taxes, liability and costs. Sponsors that pay their 401(k) expenses out of company assets rather than plan assets can potentially get help with all three: 1. Bigger tax deduction 2. Reduced fiduciary...
by Dayle Scheinman | Jun 5, 2019 | Taxes
Although the IRS often finds and corrects errors during processing, there are certain situations in which a taxpayer may need to file an amended return to make a correction. Here are some quick tips for anyone who discovered they made a mistake or forgot to include...
