Smart takes on curated topics that matter most in wealth management.

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8-Point Checklist for Year-End Financial Planning

This checklist of common year-end “action items” is a useful guide to help determine where you are in your financial plan and how you should proceed to make the most of the coming year.

What Plan Sponsors Need to Know About the Final IRS Hardship Distribution Regulations

A summary of the changes related to hardship distributions along with the mandatory and optional rules that retirement plan sponsors need to implement.

Implications of the IRS’ Expanded Self-Correction Program Under EPCRS

The expansion brings about a welcome change for plan sponsors, as the prior alternative required the IRS be notified and provide approval for the correction.

Key Learnings from Prominent Retirement Plan Class Action Lawsuits in Q3

A review of three cases that point back to the importance of regularly assessing the service providers for your organization’s retirement plan.

How Physicians Can Overcome Financial Instability

When physicians take time to fully understand their finances and create actionable plans for increased stability, they are able to alleviate many of the associated fears and challenges and ultimately reach a place of financial wellness.

Six Steps to Keep Your Retirement Plan Assets Safe

As threats of cyber fraud continue to grow, it’s important to educate your plan participants on how to secure their retirement savings accounts.

Steady As She Goes: Curi Capital’s Q3 2019 Market Commentary

The factors driving the market (and our outlook) remain consistent from last quarter despite some surprising headlines.

The Key Partners That Help Build a Successful Retirement Plan

Important questions as you consider all of the potential providers and how they will work together to meet the needs of your practice’s plan.

Four Key Questions for Back-to-[Saving-for]-School Season

The importance of understanding your full financial picture before setting up any savings or investment programs for your family.

How to Know If Your Practice Should Allow Voluntary After-Tax Contributions

As interest in after-tax contributions grows, plan sponsors should consider team compensation before allowing these contributions to become part of the practice’s 401(k) plan.

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