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Recognized for the tenth time as a 
Top Advisor by PLANSPONSOR Magazine


Recognized as a 2015 "Best in Class" 401(k) plan by PLANSPONSOR Magazine

News

401(k) Plan Fees Prompt Class-Action Litigation | 5/5/2016
 

High fees and poor investment choices increase the risk of litigation against plan sponsors, but there is a silver-lining for plan participants.

Read the full article here.

Commodities would benefit from a weakening dollar | 5/3/2016
 

Ed McIlveen discusses current investment trends, including the impact of a weakening U.S. dollar and global investment opportunities.

Read the article here.

Social Security Changes | 4/18/2016
 


Advisor Meredith Ehn reviews recent changes to Social Security claiming strategies.


Watch the video here.

Saving Strategies for Young Employees | 4/12/2016
 

Debt and living expenses often prevent young employees from saving for retirement.


Here are five strategies to boost their engagement.

Things You May Not Know About Your 401(k) Plan | 4/6/2016
 

401(k) plans are often the primary savings vehicle for retirement. Featured on CNBC, Mike Francis discusses how to make your plan work effectively for you.

Read the five things you need to know here.