Financial Advisor Video Blog

How Can You Transfer Your Liability as a Plan Sponsor?


  • How Can You Transfer Your Liability as a Plan Sponsor?

    Want to transfer your liability as a retirement plan sponsor? There are three ways in which you can do that.

Do You Think Time Is the Enemy? Think Again!


  • Do You Think Time Is the Enemy? Think Again!

    We often imagine time as the enemy, but there are many instances where the passage of time can actually work to our advantage.

What Is Behavioral Finance and How Does It Impact You?


  • What Is Behavioral Finance and How Does It Impact You?

    Today, I want to talk about behavioral economics. I’ll explain what it is and why it matters to you as a plan sponsor or participant.

A Few Important Points on the Results of Fidelity's 8th Annual Empl...


  • A Few Important Points on the Results of Fidelity's 8th Annual Employer Survey

    The results of Fidelity’s eighth annual employer survey are in, and I’ll be going over a few points with you today.

What Are the Best Plan Practices and Why Do They Matter?


  • What Are the Best Plan Practices and Why Do They Matter?

    What two baselines should you look to when forming best plan practices? I have a few tips on that subject for you, today.

We Can Help You and Your Employees Save for Retirement


  • We Can Help You and Your Employees Save for Retirement

    85% of employees won’t be ready to retire financially when the time comes. Here’s how you can make sure that doesn’t happen to you or your...