Retirement Newsletter September 2013

In this issue of our Retirement Report you will find more information about the resent DOMA… Read More

Why Hire a Professional Retirement Advisor

As a plan sponsor and fiduciary to your company’s retirement plan, you have certain responsibilities… Read More

The Affordable Care Act (ACA) and Obamacare – what employers need to know

We presented an overview of what has transpired since the Act was passed in 2010… Read More

Strengthening a successful team – new hires in the retirement plan division

We are pleased to announce the recent hire of Dan Roderigues and Victor Kwitkiwski in… Read More

U.S. Government Resources for Social Security and Medicare

The U.S. government has set up a couple of good websites where you can find… Read More

AALU Report 13-27

What is the proper valuation of Life Insurance policies distributed from non-qualified trusts? Life Insurance valuations… Read More

AALU Report 13-19

Why Fiduciary Representation is important for Retirement Plan Sponsors As part of our value proposition… Read More

AALU Report 13-17

Target Date Retirement Funds – a popular investment option Target Date Retirement Funds (TDF’s) have… Read More

AALU Report 13-12

Leave large sums for children and grandchildren We want to share a technique that can… Read More

The importance of values in today’s business world

During the development of our new branding and website, we had a lot of discussions… Read More