by Dayle Scheinman | Sep 11, 2023 | Retirement Planning
Companies can face lawsuits related to their 401(k) plans for various reasons. Some of the main reasons why companies are sued over their 401(k) plans include: 1. Excessive Fees and Expenses: One common reason for lawsuits is allegations that the company’s...
by Dayle Scheinman | Sep 11, 2023 | Fiduciary Concerns, Retirement Planning
J.P. Morgan recently released their 2023 DC Plan Sponsor Survey. The survey covered many of the major areas of employer retirement plans which included financial wellness, plan design, investment options and retirement income. One of the interesting statistics that I...
by Dayle Scheinman | May 5, 2023 | Misc
If you are a recent college graduate, you may initially find yourself unemployed, but that doesn’t mean you don’t have a job! In fact, looking for a job today can be a full-time endeavor. Fortunately, there are steps any graduate can take to increase the chances of...
by Dayle Scheinman | May 5, 2023 | Retirement Planning, Social Security Income
Social Security is a key part of retirement planning and it needs to be part of the planning conversations before you retire and make any irreversible decisions regarding Social Security income. Photo by Kenny Eliason on Unsplash Social Security is the closest thing...
by Dayle Scheinman | Jan 5, 2023 | Retirement Planning
The significant retirement legislative package known as “SECURE 2.0” was passed on December 23, 2022 as part of the 2022 omnibus appropriations bill. The legislation is an important step forward in providing more Americans with greater retirement security. The 350+...
