Insights
We’ll help you stay informed about issues that are important to you.
Knowledge is the key to success. With that in mind, we built an online library of the most pertinent information. Here you can stay up to date on news and other information that could affect your income, your business or your retirement plan.
Insights
Charles Stephen Video Archive
Nov 25, 2020
Financial Fifteen – November 23, 2020 Financial Fifteen – November 19, 2020 Financial Fifteen – November 16, 2020 Financial Fifteen – November 12, 2020 Financial…
Read MoreRetirement Times Newsletters
Nov 16, 2020
Retirement Times – November 2020 Retirement Times -November 2020: Retirement Plan Basics Retirement Times – October 2020 Retirement Times – October 2020: Budgeting for Retirement…
Read MoreHelp your participants locate and consolidate their 401(k) accounts
Nov 20, 2020
The average person has 12 jobs during the course of their career.[1] That’s a lot of jobs — and a lot of 401(k) accounts! <br>…
Read MoreEarly Withdrawal From Retirement Funds
Nov 17, 2020
Risks and Resources COVID brought unexpected turns for almost everyone around the world. For those in the final chapter of their careers, the pandemic forced…
Read MoreWhy It’s Important to Review, Refresh and Revise Retirement Plan Documents
Nov 16, 2020
You likely recognize the importance of seeing your doctor for an annual physical to keep your health in tip-top shape, or taking your car in…
Read MoreMissing Participants: End of the Year Clean Up
Nov 09, 2020
As a plan fiduciary, you are responsible for your keeping track of former employees with account balances, a.k.a. missing participants. The DOL and IRS are…
Read MoreKelly Famiglietta named by Financial Times as a 401 Top Retirement Adviser for 2020
Nov 06, 2020
We are very proud to announce that Kelly has been honored as a 401 Top Retirement Adviser by Financial Times for 2020! This is the…
Read MoreKelly Famiglietta is a 2020 NAPA Top Woman Advisor
Nov 06, 2020
We are very proud to announce that Kelly has been honored as a 2020 NAPA Top Women Advisor! One of nearly 500 nominees, Kelly was…
Read MoreTracking Down Your Missing Participants
Nov 02, 2020
If you have terminated participants with balances in your 401(k) plan, some of whom you can’t locate, you’re not alone; missing participants are an industry-wide…
Read MoreStaying the Course Through Volatile Markets
Oct 16, 2020
Turbulent times can bring turbulent markets. Many factors cause chaotic swings in the investing world including housing bubbles, political elections, international instability, and as we…
Read MoreDaily Update With Charles Stephen
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