401k Loans | Fiduciary Responsibilities | Maximizing Tax Deductions | And More Our fourth quarter 2018 newsletter features an article on borrowing from your 401k plan. Also included are articles on Fiduciary Responsibilities, Maximizing the 20% Tax Deduction, ABG News, and More. November 2, 2018 By Petros Koumantaros Newsletter newsletter, 401k loans, fiduciary, tax deduction Comments Read More >>
Millennials and Retirement | Overconfidence | Cybersecurity | and More Our third quarter 2018 newsletter features an article on Millennial retirement savings. Also included are articles on Retirement Overconfidence, Cybersecurity, and more. July 27, 2018 By Petros Koumantaros Newsletter Millennials, Cybersecurity, FIS Impact Awards Comments Read More >>
Build Wealth While Building a Business | Cybersecurity | 4 Ways to Rethink Plan Education | And More Our featured article addresses the entrepreneur's dilemma: how can you build retirement wealth while building your business? We also include articles on Cybersecurity and Rethinking Employee Plan Education. Finally, we include our standing "Tax Talk," article, along with ABG updates. April 24, 2018 By Petros Koumantaros Newsletter cybersecurity, employee education, entreprenuers, business, accumulation, startup, wealth Comments Read More >>
Addressing Worker Financial Stress | Leased Employees | 4 Compensation Mistakes to Avoid | And More Our featured article examines employee financial stress, its impacts on workers and employers, and how employers can address the problem through financial wellness programs. We also include articles on retirement plan issues for leased workers, compensation mistakes to avoid in workplace retirement plans, and more. February 22, 2018 By Petros Koumantaros Newsletter financial wellness, leased employees, newsletter, financial stress Comments Read More >>
Cybersecurity | Merger Issues | Partial Plan Terminations | And More Our feature article covers cybersecurity threats and the recent uptick in cyber attacks following the Equifax security data breach. We also include articles on retirement plan issues during mergers, partial plan terminations, and year-end compliance deadlines. December 1, 2017 By Petros Koumantaros Newsletter newsletter, cybersecurity, plan termination, mergers and acquisitions, merger, acquisition Comments Read More >>
Gender Retirement Gaps | Lifetime Income Disclosure | Investment Returns | and More Our feature article examines the retirement income gap between women and men. We analyze why, and what women can do about it. Also included are articles covering the Lifetime Income Disclosure Act, an analysis of historical investment returns and where they may be heading in the future, and an update on Alliance Benefit Group. September 1, 2017 By Petros Koumantaros Newsletter gender, retirement gap, lifetime income, investment returns, women, men, newsletter Comments Read More >>
Top 5 Tips for Retirement Success | Plan Implementation | Fiduciary Rule | and More Our feature article shares the top 5 strategies for retirement readiness success. We also include articles on the first 100 days of managing retirement plans and potential tax cuts under the Trump Administration. June 1, 2017 By Petros Koumantaros Newsletter retirement readiness, fiduciary rule, tax cuts Comments Read More >>
Reasonable 401k Plan Fees | Retirement Readiness | Plan Documents | And More We feature an article on Reasonable 401k Plan Fees Under the New DOL Proposal. Other articles include Retirement Readiness and Required Participant Document Availability. April 1, 2017 By Petros Koumantaros Newsletter fees, DOL, 401k, Retirement Readiness, documents, compliance, Comments Read More >>