Quarterly Perspectives - 4th Quarter 2024

01/29/2025
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The Benefits of Saving Money: Set Goals, Spend Less and Save More

07/25/2019
The average American isn't saving nearly enough. Learn about why saving is critical and get tips for how to get started.

Quarterly Perspectives - Second Quarter 2019

07/16/2019
In January, we published our 2019 Perspectives. As we enter the second half of the year, we believe Fed actions will play a significant role in the future direction of our aging U.S. economy. Here are our reviews and reflections on our earlier viewpoints.

Meet Dan Heinz, Chief Relationship Officer

07/15/2019
From camping with family to being deeply ingrained in his Kansas agricultural roots, Dan Heinz, our Chief Relationship Officer, recently shared his background and how that’s shaped the way he approaches his responsibilities in the workplace.

Risk Management and Your Retirement Savings Plan

05/29/2019
By investing for retirement through your employer-sponsored plan, you are helping to manage a critically important financial risk: the chance that you will outlive your money. But choosing to participate is just one step in your financial risk management strategy. You also need to manage risk within your account to help it stay on track.

How to Think About Financial Wellness ROI

05/20/2019
If you want to sell your C-suite on paying for an employee financial wellness program, you'll probably get some questions from your CFO. Read on to learn more about the importance of financial wellness and how to answer those questions.

Hardship Distribution Regulation Changes

05/20/2019
Since our last ERISA Update, the Internal Revenue Service has published proposed regulations which provide guidance on the changes to hardship withdrawals made by the Bipartisan Budget Act.