Wed Oct 2024

Including bonds in your portfolio can help diversify your investments.

Insurance, consulting, and financial services firm The Partners Group (TPG), founded in 1981 in Portland, OR, is pleased to announce their joining with Amalyn Consulting, an insurance firm based in Scottsdale, AZ, that offers employee benefits and business consultation services.

The average person is likely unfamiliar with the term “TDF” however it is the most utilized and fastest-growing investment option in an employer-sponsored retirement plan. As a plan participant, it is essential to know what you are investing in.

Many advisors recommend saving 15% of pre-tax earnings, including any employer match, to prepare for a secure retirement — but to accomplish this, timing is crucial.

Thirty percent of adults in the U.S. report having received a student loan to further their education. According to the Federal Reserve, the median student loan debt for those with outstanding balances in 2023 ranged between $20,000 and $25,000.

Roughly a year ago, a pair of attorneys located in Pasadena, California launched the first of what would become a series of lawsuits targeting the use of plan forfeitures to offset employer contributions as a breach of fiduciary duty.

Through camaraderie and genuine relationships, Scott builds a results-driven team environment.

Hear what’s new with the division as well as about their scope of work for the coming year.

Giving back to the communities in which we live and work is a fundamental, company-wide effort.

Tim Kelly talks about this benefits benchmarking survey that was the first of its kind dedicated exclusively to multi-specialty medical groups.