Don’t Forget About Year-End Investment Planning

By Mark Fissel
Posted on October 28th, 2015

As the year draws to a close, there might be a slew of tasks I on your to-do list. One task to consider is setting […]

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Employers the Key to Helping Workers Save

By Mark Fissel
Posted on October 21st, 2015

Could it be that some working Americans think: “If only my retirement plan sponsor had given me more guidance, I’d have more money in retirement.” […]

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Ohio Wants to Pay for Training Your Employees

By Mark Fissel
Posted on October 5th, 2015

Ohio wants to give you money to help train your employees. The state will make millions available to Ohio businesses on October 14, 2015 at […]

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529 Plan Questions

By Mark Fissel
Posted on September 24th, 2015

Frequently Asked Questions on Opening a 529 Plan Account 529 plans are savings vehicles tailor-made for college. Anyone can open an account, lifetime contribution limits […]

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2015 Year-End Tax Planning Basics

By Mark Fissel
Posted on September 24th, 2015

As the end of the 2015 tax year approaches, set aside some time to evaluate your situation and consider potential opportunities. Effective year-end planning depends […]

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Common 401(k) Plan Misconceptions

By Mark Fissel
Posted on September 24th, 2015

Do you really know as much as you think you do about your 401(k) plan? Let’s find out. 1. If I leave my job, my […]

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DOL Attempts to change who must act as a Fiduciary

By Clint Edgington
Posted on September 2nd, 2015

Executive Summary The Department of Labor has proposed an amendment to redefine and expand who must act as fiduciaries in the retirement plan space and […]

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Market Commentary

By Clint Edgington
Posted on September 2nd, 2015

Global markets were generally down in August. While we tend to shy away from creating the narrative of “why” markets do what they do, it’s […]

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Department of Labor’s Proposal to Expand Overtime Pay

By Mark Fissel
Posted on August 31st, 2015

Memorandum Department of Labor’s Proposal to Expand Overtime Pay _____________________________________________________________________________ ISSUE: Department of Labor’s proposal to update and revise the regulations issued under the Fair […]

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Taxes, Retirement, and Timing Social Security

By Mark Fissel
Posted on August 26th, 2015

The advantages of tax deferral are often emphasized when it comes to saving for retirement. So it might seem like a good idea to hold […]

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