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Posts from the ‘Advisors’ category

Why you should talk to business owners about HSA’s



Business owners planning for the succession of their company have a lot on their mind. They must select from the myriad of options available to them for transferring ownership. They must plan for the continued operation of the firm. They have literally hundreds, if not thousands, of decisions to…

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Your clients and their workplace benefits — which make good fee levelization candidates?



There’s no doubt fee equalization (or fee levelization) for participant retirement plan fees continues to be a hot topic. In the past few months we’ve seen the number of advisors and plan sponsors asking about fee allocation grow significantly. Beyond the basic questions, advisors want to know…

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