Integrated Financial Partners – Business Whitepaper Series 401k Thoughts for Plan Sponsors – Steps you can take to help avoid a costly disaster. In 1974, Congress passed the Employee Retirement Income Security Act or ERISA. This Act paved the way for...
Congress recently broke a long standing promise to seniors by changing claiming rules which reduced options and therefore benefits for many. There were no public hearings or discussions. The news media did not cover it. There is some evidence that it was pitched as...
Dear Clients: We wanted to take a minute to review 2015 and let you reflect on some of the steps we took to advance our company’s 3 core mission for your benefit: Core 1: Service As always, our number one priority is to serve you. To that end we spent the majority of...
Dear Clients: Part of my job is to make your dollars work harder for you. CD rates are at all-time lows and you may have money maturing from older CD’s into new ones with interest rates well below 1% or just sitting on the sidelines earning no interest at all. You...
Dear Clients: Protecting your PII is very important to us. Personally identifiable information (PII) is any data that could potentially identify a specific individual. Here is a brief summary of the steps we take to protect sensitive PII: We keep our office doors...
