Media Archive

Sort by

Categories
Authors
Type
Articles 171 - 180 of 216

Lifestages: The Final Frontier

You have a lovely retirement mapped. But after the travel, second careers and volunteerism, when you are feeling your age, what then? What does that phase

Time to Revisit that Roth Conversion?

Thanks to the recently enacted Tax Cuts and Jobs Act, now could be the best time to convert your traditional IRA into a Roth IRA. Roths have been in the

401(k) Plan Sponsors and Participants: Be Aware of Unethical Requests

In our ongoing effort to keep you apprised of important industry developments, we thought you should be aware that Wells Fargo recordkeeping is presently

| 5.1.2018

Plan Sponsor Newsletter - Summer 2018

Welcome to your first Retirement Solutions e-newsletter. Our new e-newsletter provides us with an exciting way to communicate insightful articles, industry specific news and developments within our firm. We are confident the articles and announcements included in our e-newsletter will become a valuable and respected source of information for you.

SEC’s Proposal at a Glance

With the fate of the Department of Labor’s Fiduciary Regulation hanging in the balance following a recent ruling by the United States Court of Appeals

Weathering Volatile Markets

Over the past few months, investors have had to deal with increased market volatility, a trend that could well persist for some time to come. As concerns

How Do You Measure the Success of Your Retirement Plan?

This article was co-written by Miles Gibson. There can never be enough questions for your Investment Committee to ask as it reviews your organization’s

401(k) Hardship Withdrawals - Made Easier by the 2018 Budget Act

Hardship withdrawals from 401(k) and 403(b) plans will be soon become less restrictive under the provisions of the recently-passed Bipartisan Budget Act

Tax Reform Bill Includes Extension of Time to Repay Retirement Plan Loans

With sweeping tax reform going into full effect last month, many 401(k) participants are wondering how and if their plans will be affected. The answer

| 1.30.2018

Jason Staley tackles the question of how the new tax law affects muni bond holders.

State tax deductions changes may change the appeal of Munis. Read Jason Staley’s thoughts in the Financial Advisor IQ article “Why Munis Won’t

contact us