Tag Archives: retirement

The Trump administration is considering changes that could impact retirement investors


Thought Leadership on Business Ideas for Growth Companies and Growth Consultants presented by Cerini and Associates LLP. On February 3, 2017, President Donald Trump called into review the new Fiduciary Rule, a rule whose effect would expand the definition of those considered a fiduciary, a term carefully defined under the Employee Retirement Income Security Act of 1974. More commonly known as the ...

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Must-have features for your luxury dream home

luxury home

Thought Leadership on Real Estate presented by Long & Foster Companies, Inc.  A private elevator to your dream home Whether your vision of luxury living includes first-class travel, designer clothes or gourmet meals, it’s also likely to include a home. The definition of luxury when it comes to property varies more widely than in many other categories since $1 million ...

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Why every retirement committee needs a custom charter

Sibson Consulting image for SmartCEO

Thought Leadership on Strategic Human Resources Solutions presented by Sibson Consulting. A retirement committee without a charter is like a ship without a navigator — the crew won’t know where they are going or how to get there. Unfortunately, many retirement committees do not have a charter, and even those that do often find that it fails to provide adequate guidance because ...

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Why you need to pay attention to your retirement plan audit

Thought Leadership on Business Ideas for Growth Companies and Growth Consultants presented by Cerini and Associates LLP. In a recent report, the Department of Labor noted the significant deficiencies and findings of the audits it performed of 2011 employee benefit plans. There was a strong correlation, it noted, between the number of audits conducted by an auditing firm and the rate of ...

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Help mom plan for a worry-free retirement

Older couple talking about retirement plans

Thought Leadership on Wealth Manager Strategies for the CEO presented by Kendall Capital Management. As a financial advisor, I am seeing an increasing number of people age 70 to 80 years old walking into my office with $500,000 to $1,000,000 in investable assets and homes valued between $300,000 and $700,000. More and more of these Middle Class Millionaires are worried about running ...

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Supplemental executive retirement plans

Asset Management Group on executive retirement planning

Thought Leadership on Diverse compensation presented by Asset Management Group, Inc. Providing additional benefits to only your most valuable employees. If your business is like most, its success depends upon the efforts of a core group of top performing employees. Today’s executives expect a compensation package that goes beyond a paycheck and standard benefits. They want to be recognized for their ...

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Selling your business: Why you may be waiting too long

HighBank on selling a business

Thought Leadership on Selling a Business presented by HighBank. As a business owner, you likely spend much of your time immersed in the details of your business – meeting with customers and prospects, running the day-to-day operations, managing employees and developing strategies for the next phase of growth. Like many business owners, however, your end game might be successfully selling your ...

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