Retirement Plans

Balancing Growth and Experience with Ed Mohr

July 11, 2023

Ed Mohr is the retired Vice President of Total Rewards at Whirlpool Corporation, a Fortune 200 company specializing in home appliances. With a background in HR, manufacturing, and logistics, Ed has accumulated 29 years of experience in various roles. In his current position, he is accountable for executive compensation, broad-based compensation, global mobility, benefits, health, wellness pensions, and 401 k plans globally. As a member of the Global Senior HR Leadership Team, he plays a

Investment Fundamentals Part 2. Our Marvelous Markets.

January 31, 2023

In our last piece, we wrote about how recency bias can damage your investments by causing current crises to loom large, while rewriting your memories of past challenges. Recency tricks us into overpaying during heady times, and bailing at bargain rates, when our confidence fades. One of the best ways to combat recency bias is by focusing instead on the fundamentals that have served investors well for centuries, if not millennia. In this series, we’ll

What’s in the SECURE 2.0 Act?

January 5, 2023

How will the Secure 2.0 Act affect your retirement? The original SECURE Act was signed into law on December 20th, 2019. Its “sequel,” the SECURE 2.0 Act, was just enacted at year-end on December 29th, 2022. Both pieces of legislation seek to reform how Americans prepare for retirement while juggling current spending needs. How, when, or will each of us retire? How can government incentives, regulations, and safety nets help more people safely do so—or

3 Reasons to Provide an Employer-Sponsored Retirement Plan

December 12, 2022

As open enrollment approaches, you may be wondering if it’s time to add a retirement plan to your employee benefits package. Or, you might simply want to provide more information about what is currently available to your employees. While employer-sponsored retirement plans offer numerous benefits to employees, there are some serious benefits to focus on from the employer’s perspective. When it comes to retirement plans, there are a few key things to keep in mind.

Retirement Plans and How to Make Them Work with Tom Ackmann (podcast)

September 15, 2022

Tom Ackmann is a principal and senior retirement plan advisor at SYM Financial Advisors, an RIA firm with a long history of serving plan sponsors and their employees. He previously worked as the Vice President of Baden Retirement Plan Services and the Vice President for Ascensus. At SYM, Tom leads a team that advises over 100 corporate clients and 10,000 participants. Tom holds a degree in Communications/Political Science from Concordia University Chicago. Tom joins me

How 401k Eligibility Changes with The SECURE ACT

December 31, 2020

Background on 401k Eligibility Prior to the passage of the SECURE Act, employers could exclude long-term part-time employees (LTPT employees) that worked fewer than 1,000 hours per year from employer 401k contributions. This was done by implementing a one year of service waiting period requirement. The “one-year service” was defined as a 12 consecutive month period where the employee worked at least 1,000 hours. How 401k Eligibility Changes with The SECURE Act The SECURE Act

Balancing Growth and Experience with Ed Mohr

Investment Fundamentals Part 2. Our Marvelous Markets.

What’s in the SECURE 2.0 Act?

3 Reasons to Provide an Employer-Sponsored Retirement Plan

Retirement Plans and How to Make Them Work with Tom Ackmann (podcast)

How 401k Eligibility Changes with The SECURE ACT

Podcasts

CIO Corner

Topics

Life Events

How can we help?

Let’s Talk

Warsaw, IN

Indianapolis, IN

Midland, MI

Mishawaka, IN

Fort Wayne, IN

Learn More

Who We Serve

What We Do

Insights

Contact us