Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.
Target-date funds are commonly used in retirement plan fund lineups. Here are some of the basics when it comes to these funds.
Should you choose a Roth or Traditional option? How much should you save for retirement? These are great questions but don't get ahead of yourself.
Plan sponsors should periodically benchmark. Benchmarking allows you to compare your plan's fees and services to those of other similar 401(k) plans. Here are some things to consider when it comes to benchmarking.
As a Financial Advisor, here are some I would look into if I were searching for an advisor.
What are the differences between a SIMPLE IRA, a SEP IRA, and a 401(k)? There are pros and cons to setting up each of these three types of retirement plans. Here are the basic differences between the three.
How does your company retirement plan relate to company culture?
If you are the plan administrator of your company's 401(k), it can be daunting. Here are a few things to think about as you are getting things in order. Whether you are new to the position or are a seasoned veteran, here are some good reminders.
When you are new to managing your company's 401(k), it can be tough to find a square one. So, where do you start? First, you need to understand your role, others' roles and document who is and is a fiduciary on the plan.
Sadly, it's not uncommon for plan sponsors to ask what their financial advisor is getting paid to do. There is much value a financial advisor can add to a 401(k) plan. Here are a few everyday things advisors should be doing for the retirement plans they manage.
As a plan fiduciary, it is important to understand the 408(b)(2) fee disclosure. This document can help you understand the fees and services of service providers. You can use this information to benchmark and compare your plan to others.
We will be going over the SECURE Act in 5 minutes. This does not encompass everything the SECURE Act touches on but is rather a summary of some of the important points.
401k fiduciaries have a lot that can keep them up at night. The first step to being comfortable in your position is understanding your role. Here are three of the top concerns fiduciaries have in managing their company retirement plan.
Sometimes it's difficult to see the real cost procrastination has on many things in life. Retirement planning is no different. The things we do today can have a real impact on the outcomes of tomorrow. We illustrate this in a simple 3-minute video.
Financial wellness programs can be helpful to plan participants as well as an asset to the company. What is a financial wellness program and why is it important?
Benchmarking is an important part of managing your company's 401k. This video outlines some things to consider when benchmarking. CUI Wealth Management provides a benchmarking service to clients and prospective clients. Please reach out to us if you have questions or need help.
401k Fiduciaries have a lot of responsibilities. It's important to understand these responsibilities in order to better serve plan participants and their beneficiaries.
Being a 401k fiduciary is an important role. But what does that role entail? This whiteboard goes over fiduciary basics.