Prepare Now for Annual Funding Notices

Prepare Now for Annual Funding Notices

August is Pension Protection Month, a reminder that protecting a pension plan begins with protecting the quality of the data behind it. While Annual Funding Notices (AFNs) are distributed after the close of the plan year, the work to ensure accurate reporting starts...
Everyone Gets the Same Weather Forecast

Everyone Gets the Same Weather Forecast

Jay Jackson Chairman & CEO In my continued quest to dispel financial planning myths, I’ve been focusing recently on something most people don’t realize: the mortality tables that run the entire financial services industry are fundamentally broken. Every major...