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Business Operations
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What is a 3(38) Investment Manager?
Does Your Retirement Plan Have a 3(38) Investment Manager? What is a 3(38) Investment Manager? A 3(38) Investment Manager is an investment fiduciary on a retirement plan as defined by ERISA (Employee Retirement Income Security Act of 1974) section 3(38). The 3(38) is responsible for selecting, managing, monitoring, implementing, and benchmarking the investment offerings of…
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Navigating the Death of a Loved One
The death of a loved one can be devastating and emotionally overwhelming. Over the coming weeks and months, you will be faced with unfamiliar but important decisions. Employ the help of loved ones and trusted advisors to assist with these responsibilities. Please remember that many people, such as family, friends, and professional and spiritual advisors,…
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Untangling Your Finances When You Divorce: Don’t Forget These Important Details | Part Three | Taxes & Financial Planning
Filing Taxes as Single Can Take a Toll Your tax-filing status will be your status as of the end of the year. This may cause your taxes to increase or lead to additional liability. If you are a W2 employee and have been withholding for most of the year based on being married, you may…
