FNL BLOG

If you have ever opened a brokerage account with an advisor, you know the first step is gathering information to determine the risk profile and

Six Easy Steps to Keep Your Plan Assets SafeCyber fraud is a growing concern globally. Individuals are typically very careful to keep their bank account

Retirement plan fees are complicated. Between administration, investment management, recordkeeping, consulting, revenue sharing, sub-TA and 12b-1, it isn’t always clear to plan participants or plan sponsors exactly what they’re paying, how much they’re paying or even who’s paying the fees.

<< BLOG HOME What’s the Magic Number When it Comes to Record Retention?You don’t need to be a magician to know what records to keep

ARE YOU PREPARED FOR AN IRS AUDIT? The Internal Revenue Service’s (IRS’s) Employee Benefit Audit Program is used to audit and enforce. The IRS’s emphasis,

CITs – The Fastest Growing Investment Vehicle Within 401(k) PlansFor almost a century, collective investment trusts (CITs) have played an important role in the markets.