Back to Retirement Plans Insights Five Key Trends in Defined Contribution Retirement Plans Neal Smith March 8, 2021
Meet The Author Neal Smith Principal Neal is a Principal in the Chicago office and a member of the Retirement Plan Services Group. He has more than 17 years of experience... Learn More
Retirement Plans SECURE 2.0: Important Insights for ERISA Plan FiduciariesOn Friday, December 23, 2022, the house passed the omnibus bill that included dozens of retirement-related provisions and we expect it to be signed by…
Insurance Planning & Risk Management One Survey That Employers Should Never IgnoreFiduciary liability insurance is changing. Partner Philip Steele suggests following best practices now can help lessen your risk of litigation and receiving less than favorable…
Retirement Planning Cash Balance Plans: 3 Steps to SuccessFor businesses with consistent cash flows, a cash balance plan can enhance benefits beyond the typical 401(k) or profit-sharing plan.
Estate Planning 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Investing 5 Things to Do in a Down MarketVolatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…
Charitable Giving A Guide to Charitable Gifting OptionsDiscover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…