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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.
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.
Understanding 3(21) and 3(38) Fiduciary Services for Your Practice’s Retirement Plan
As lawsuits continue to be filed against retirement plan sponsors, it’s important for practice leaders to recognize how a plan advisor can help limit exposure.
What Practice Leaders Need to Know About Target-Date Funds
Retirement plan sponsors need to be aware of their plan’s target-date series and what’s most appropriate for their staff.