Category Archives: Articles

23 Jul

Insurance Products Still Have a Long Way to Go.

Many 401(k) plans are moving away from revenue sharing as sponsors and advisors cite the need for transparency and simplicity.  So called ‘clean shares’ have no revenue sharing whatsoever in them and make no payments to recordkeepers or advisors.  This is the wave of the future for both large and small plans using straight mutual funds,

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26 Jun

Actuarial Services Need Not be a Black Box

A defined benefit (DB) or cash balance (CB) plan is more than just an employee benefit.  Properly structured, a DB or CB plan can be an elegant tool to help manage cash flow, maximize profitability, and super charge the retirement accounts of key employees and business owners. For many advisors and indeed even for most

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