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

Missing 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…
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Kelly 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…
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Kelly 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…
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Tracking 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…
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Staying 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…
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Early Retirement: 5 Things to Consider

Oct 13, 2020
For many, the current COVID-19 pandemic has brought with it an unexpected decision to make for those at the cusp of retirement: retire now, or…
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2020 Presidential Tax proposals

Sep 23, 2020
As the 2020 Presidential election approaches, we have been getting a lot of questions about how it may affect accounts.  While that is an important…
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3 Fiduciary Action Items During Turbulent Times

Sep 22, 2020
COVID-19 has brought many updates, changes, and challenges, and we know the stress this can place on a plan sponsor. While things are constantly changing,…
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Good Retirement Plans Come in Threes

Sep 15, 2020
Retirement is a big transition. What many financial advisors and retirees don’t realize is that retirement is actually made up of multiple transitions. At Charles…
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Help Your Employees Save for Retirement and Save on Your Taxes Too

Sep 11, 2020
By choosing to offer your employees a 401(k) plan, you’re sending a powerful message — that you’re invested in their future and committed to helping…
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