originally published in the Daily Herald, 2/6/22 With the new year ahead, and our economy facing inflation and multiple interest rate increases, you may be wondering how well your investments will perform this year.If you use an adviser or looking for an adviser, here are five questions you … [Read more...] about Five questions to ask your investment adviser in 2022
HSA — The Ultimate Retirement Savings Tool
Health Savings Accounts can be powerful long-term savings vehicles. As Health Savings Accounts (HSAs) gain popularity both in the workplace and in the marketplace, more and more consumers are beginning to understand the value of health savings accounts beyond just paying for current healthcare … [Read more...] about HSA — The Ultimate Retirement Savings Tool
Automatic Enrollment in HSAs
Auto Enrollment in HSAs … [Read more...] about Automatic Enrollment in HSAs
DC execs told not to worry about fiduciary rule decision
Original Article : http://www.pionline.com/article/20180504/ONLINE/180509910/dc-execs-told-not-to-worry-about-fiduciary-rule-decision Retirement plan executives this week learned what won't happen, what could happen and, maybe, what should happen in defined contribution plans. Speakers at the Plan … [Read more...] about DC execs told not to worry about fiduciary rule decision
HSA Plan Sponsor Recipe for Success
Original Article Found Here: https://www.plansponsor.com/hsa-plan-sponsor-recipe-success/ Plan sponsors tend to have trouble engaging participants in health savings accounts (HSAs)—educating them, getting them to participate and seeing HSAs as savings vehicles for retirement. Karin Rettger, … [Read more...] about HSA Plan Sponsor Recipe for Success
Top 10 Myths and Misconceptions about Health Savings Accounts (HSAs)
Karin M. Rettger, MBA, AIF, President, Principal Resource Group Kelley Long, CPA/PFS, CFP®, Financial Planner, Financial Finesse Health Savings Accounts (HSAs) continue to grow in popularity. Since 2008, HSA assets have risen from $5.5 billion to a projected $53.2 billion by the end of 20181. If … [Read more...] about Top 10 Myths and Misconceptions about Health Savings Accounts (HSAs)
How To Guide Your Employees Towards Retirement Preparedness
Original Article Here: https://www.forbes.com/sites/forbesnonprofitcouncil/2018/06/18/how-to-guide-your-employees-towards-retirement-preparedness/ If your organization is like most employers, you offer a retirement program for your employees, but you are not likely measuring employee retirement … [Read more...] about How To Guide Your Employees Towards Retirement Preparedness
Most Influential Women in Benefit Advising
PRG congratulates our founder and President, Karin Marrs Rettger on her recognition from Employee Benefit Adviser magazine as one of the Most Influential Women in Benefit Advising (2017). This prestigious award recognizes leading women in the employee benefits world who not only are successful in … [Read more...] about Most Influential Women in Benefit Advising