Aviva Sapers wins 2014 Outstanding Women of Family Business Award

Aviva Sapers wins 2014 Outstanding Women of Family Business Award Our CEO and President Aviva… Read More

Why might you care that June is Annuity Awareness Month?

Because if you are nearing retirement and are looking for a vehicle that could give… Read More

Defined Contribution Health Care & Private Insurance Exchanges

The general concept of a defined contribution health plan is that an employer gives each… Read More

It is Disability Awareness Month – Are you aware of the financial impact a disability can have for you and your family?

Every minute, 50 individuals suffer a disabling Injury.* Nearly one in five Americans will become… Read More

Retirement Newsletter May 2014

In this issue of our Retirement Report you find: 3(16) ERISA Fiduciary Definition Power of Peer… Read More

Wealth replacement: Give $1,000,000 to your favorite charity and provide a greater inheritance for your heirs

Whenever a donor commits to a large gift, whether cash, donation of property, a Charitable… Read More

Courageous Retirement Plan Design – It needs bold leadership to get your employees ready for retirement

Given the results of a recent study by the Employee Benefit Research Institute that show… Read More

Employee Benefits Community Forum

Employee Benefits Community Forum, May 7, 2014 Our clients are at the center of everything… Read More

Aggressive audit program of health and welfare plans

Aggressive audit program of health and welfare plans The Department of Labor is launching an… Read More

Retirement Newsletter March 2014

In this issue of our Retirement Report you find: Information about 3 recommended index funds and… Read More