Look, Squirrel!

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...

Financial Wellness – More Than A Buzzword

Financial Wellness is one of those buzzwords that gets tossed around a lot these days, and sometimes that’s not a good thing. People start to think it’s an imaginary term without any significant consequences, kind of like “Sweetest Day” being a real holiday. Believe...

401(k) Day!

Each September, the entire nation eagerly awaits its merriest of holidays – 401(k) Day! It’s possible I overstated that enthusiasm. But 401(k) day is a real thing – brought to you by the Plan Sponsor Council of America, who has designated the Friday following...

Tom Parks Finds Rewards In Volunteering

Tom Parks, Annex Wealth Management’s Director of Retirement Plan Services, spends a portion of his professional career informing and educating folks on topics ranging from ERISA guidelines to Financial Wellness. But when he’s not at work, Tom taps into his experience...