Category: Third Party Administration

The concept of a ROTH 401(k) has been around now for almost 15 years. And while over 75% of plans adopted the ROTH 401(k) provisions, participants have been slow to […]

In a year filled with uncertainty, moving your orphaned retirement savings to your current employer’s plan keeps your accounts in one place and makes it easy to manage it more […]

Media Alert Thank you, on behalf of all of us at RSG. We are honored to receive this designation. (View a message from Steve Scott.) RSG Advisory is pleased to […]

Behavioral finance is an area of study focused on how psychological influences can affect market outcomes. The retirement plan industry has really delved into this field because it helps advisors […]

The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, was set in place in December 2019, as part of a larger government […]

Defined Benefit plans have been around forever but have been dying off since the 1990s. In recent years however, we have seen a notable uptick in both traditional DB and Cash […]

I have seen a few memes showcasing “2020, written by Stephen King and directed by Quentin Tarantino.” This feels pretty spot on. Well, we have reached intermission on the film […]

This newsletter is being delivered earlier than scheduled, but significant elements of the CARES Act that directly impacts retirement plans need to be shared.  When this massive stimulus passed on […]

I could not bear to write another email with the subject line reading Covid-19 or market volatility.  Obviously, there is only one story at this moment…these are unprecedented times. The […]

Announcing—NAPA’s Top DC Advisor Multi-Office Firms BY NAPA Net StaffMarch 05, 2020 Almost from the day we launched our call for Top DC Advisor Teams, there has been an interest […]