Why is QDIA Important?
I agree with the author of “Are Qualified Default Investment Alternatives (QDIAs) Good, Bad or Lazy “Choices”?” that QDIA should be an important component of any retirement plan. Besides the...Read More
Chuck’s Gambit: Spend Your Tax Windfall Like We Tell You To!
On Monday, senate minority leader Chuck Schumer and senator Bernie Sanders wrote a New York Times Opinion piece that, quite frankly, left me a bit puzzled. I understand why the...Read More
Reasons Why Advisors Should be Using More 401k Fintech Tools
With the new millennia we crossed the point of no return where technology will be driving growth and prosperity. It is easy to see it happening all around us...Read More
Why Your Business Needs to Analyze Financial Literacy Trends
There are some rules attached to better money control. Following the rules will lead to more stability in your clients’ lives, and eventually will affect other areas of their...Read More
Great Variety of Investment Options that 403(b) Plans Bring to the Table
Based on the Investment Company Institute and BrightScope data, an average large 403(b) plan provided 27 core options. It’s implied that recognizing the importance of plan design and features that...Read More
Important Lessons on 401k Contributions
In a recent video from 401kTV, we heard from Colleen Anderson, an Analyst on the Chick-Fil-A, Inc. Retirements Benefit Team. In her interview with 401kTV, they discussed the importance of...Read More