24
Oct 2018Case Study: Glens Falls Hospital
For many years, Glens Falls Hospital, a not-for- profit community hospital located in Glens Falls, New York, has been a diligent fiduciary steward of their retirement program, all with a keen eye on the overall goals of their plan.
Read more23
Oct 201823
Oct 2018Retirement Plan Auto-Portability
Retirement plan auto-portability has been popular in retirement media lately, due in large part to the firm that has pioneered the concept, Retirement Clearinghouse (RCH). But what exactly is auto-portability and does its effectiveness live up to the hype?
Read more23
Oct 2018How Changes in the Housing Market Can Affect Retirement Savings
According to the Federal Reserve, household net worth, or the value of all assets less liabilities, rose by nearly $2.2 trillion in the second quarter to a record $106.9 trillion. In many cases, a large percentage of this increase in net worth has been driven by home ownership and rising real estate…
Read more23
Oct 2018Chart of the Month: Stock Valuations are Stretched by this Measure
One of Warren Buffett’s favorite valuation measures, Stock Market Capitalization to Gross Domestic Product, is flashing a warning sign for stocks. This simple valuation measure is used to assess whether a country’s stock market is overvalued or undervalued, compared to its historical average
Read more20
Sep 2018A Closer Look at Health Savings Accounts: An Overlooked Retirement Savings Vehicle
While created as a way to save for medical expenses, health savings accounts (HSAs) can be a formidable option for retirement savings.
Read more20
Sep 2018Chart of the Month: Percentage Change From 52-Week High
As the S&P 500 Index soared to an all-time high in August amid further gains in the economy and booming corporate profits, a quick snapshot of other asset classes reveals significantly diverging performance over the past 52 weeks.
Read more20
Sep 2018Case Study: Progressive Thinking and Fiduciary Oversight Lead to Participants Positioned for Success
For The First Church of Christ, Scientist, headquartered in Boston, Massachusetts, discussion and decisions made by the retirement benefits committee are focused on putting their participants first.
Read more22
Aug 2018Collective Investment Trusts (CITs): An Investment Perspective
On the surface, Collective Investment Trusts (CITs) and mutual funds appear to be very similar in that they are both pooled buckets of investments. However, CITs can provide some cost and operational efficiencies not found in mutual funds.
Read more22
Aug 2018Case Study: College Streamlines and Simplifies Retirement Plan Offering
With a finger on the pulse of their retirement plan participants, Saint Anselm College in Manchester, New Hampshire, realized the need to streamline their $80.5M* retirement plan to help participants focus on the important aspects of retirement readiness.
Read more