by Tom Cassara | May 17, 2023 | Pension Plan, Uncategorized
As baby boomers retire, many pension plans are reaching a point where the amount of money leaving the plan in benefit payments and fees exceeds the sum of incoming contributions and investment income. This is “negative cash flow” and it presents different...
by Tom Cassara and Michael Clark | May 4, 2023 | Defined Contribution, Uncategorized
How can Pooled Employer Plans reduce a company’s fiduciary risk? Check out the latest quick video from Tom Cassara and Michael Clark discussing pooled employer plans and what it could mean for you. Check Out Our Other Perspectives INVESTMENT ADVISOR: ...
by Tom Cassara and Michael Clark | Apr 27, 2023 | Defined Contribution, Uncategorized
Is there potential fee savings for employers and employees from joining a pooled employer plan? Check out the latest quick video from Tom Cassara and Michael Clark discussing pooled employer plan fees and what it could mean for you. Check Out Our Other Perspectives...
by Tom Cassara and Michael Clark | Apr 18, 2023 | Defined Contribution, Uncategorized
What is a Pooled Employer Retirement Plan? Who can benefit from joining one? Find out from our brief video below that provides an overview of this type of retirement vehicle. Check Out Our Other Perspectives INVESTMENT ADVISOR: Investment advisory services are...
by Tom Cassara and Alec Costanza | Jul 29, 2022 | Defined Contribution, Uncategorized
In our prior Pooled Employer Plan (PEPs) articles, we covered the contrasts in certain plan designs and the flexibilities or constraints that PEP providers may offer. This article will focus on characteristics within a PEP’s investment lineup and offerings, as...
