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Anthony Powers Anthony Powers

A Window on Wellness

According to a recent survey, Americans currently define financial wellness as simply feeling comfortable with their financial situation. Over 50% believe wellness is defined as having the means to take care of family, not worrying about money or debt, and feeling protected financially from life’s unexpected events.

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Anthony Powers Anthony Powers

Fee Litigation with an Odd “Twist”

The plaintiffs in this case have asserted claims for breach of the fiduciary duties of prudence and failure to monitor fiduciaries. Nothing new so far; however, in addition to naming the typical plan fiduciaries as defendants, the lawsuit also targets members of the board of directors, as well as other officers of the firm who serve on the retirement plan’s fiduciary investment committee.

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Anthony Powers Anthony Powers

Tax Saver’s Credit: Get the “Credit” You Deserve!

You may be eligible for a valuable incentive – which could reduce your federal income tax liability – for contributing to your company’s 401(k) or 403(b) plan. You may qualify to receive a Tax Saver’s Credit of up to $1,000 ($2,000 for married couples filing jointly) if you made eligible contributions to an employer sponsored retirement savings plan.

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