It Takes Three To Tango TOM PARKS, AIF®, CRPS® Director of Retirement Plan Services I recently received an email from a client informing me that they are moving from in-house payroll to a payroll service provider and she wanted to know what was needed on our end. I...
by Tom Parks I read an article the other day on benefitspro.com whose headline thoughtfully pondered: “Are TDFs really the best QDIA? 4 other options for structuring retirement plans”. It’s precisely the sort of question you imagine 401(k) guys like me considering...
Consumer Credit Consumer debt continues to rise in the United States, up to nearly $14 trillion – surpassing the total amount of household debt held before the 2008 financial crisis[i]. The largest component of household, or consumer debt, is mortgage debt....
Leakage Tom Parks, AIF®, CRPS® Director of Retirement Plan Services, Annex Wealth Management The other day a headline on the Wall Street Journal website entitled, “The Rising Perils of 401(k) Leakage” caught my eye so I decided to read further to see what they had to...
With the presidential primaries in full swing I can’t help but notice the similarities between the politicians who are essentially engaged in a very public job interview and my advisor peers who endeavor to gain new clients. The similarities might not be completely...
