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...
by Dayle Scheinman | Jun 5, 2019 | Fiduciary Concerns, Retirement Planning
Here’s what is important to consider when reviewing stable value options for retirement plans. Stable value funds have long been a fixture in defined contribution plans, with more than $800 billion in assets and a large majority, 75% of DC plans, offering them...
by Dayle Scheinman | Apr 8, 2019 | Defined Contribution Plans, Fiduciary Concerns
The global expansion we have experienced has provided investment conditions in which a relatively simple combination of stocks and bonds has achieved sufficient diversification to manage risk. As economic conditions change further diversification may need to play a...
by Dayle Scheinman | Apr 2, 2019 | Investing, Retirement Planning
Find areas in your budget that you may be able to live without. Here are 10 quick and easy ideas for generating an extra $250 a month that can be used to pay down debt or redirect to your retirement savings: Savings Idea / Minimum Monthly Savings Cut out the boutique...
