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Retirement Times February 2021 Newsletter
February 2021 This month's Retirement Times discusses Continuity, Coronavirus, ERISA, Stimulus Package, and Common Fiduciary Errors. Download the Retirement Times February newsletter here.
Retirement Times January 2021 Newsletter
January 2021 This month's Retirement Times discusses advisory services- should fiduciaries outsource retirement plan investment responsibility? Download the Retirement Times January newsletter here.
Retirement Times December 2020 Newsletter
December 2020 This month's Retirement Times discusses post-election commentary. Stock markets abhor uncertainty. Currently, investment prognosticators are interpreting the election results to create a relatively “stagnant” legislative environment. Download the...
Retirement Times November 2020 Newsletter
November 2020 This month's Retirement Times discusses election year investment volatility and the importance of tuning out the short-term noise and keep a long-term perspective. Additionally, the issue provides ten things to know about your employer's retirement plan....
Retirement Times Newsletter – October 2020
October 2020 This month's Retirement Times considers "To Roth or not to Roth" as well as the continued consolidation of defined contribution recordkeeping. Additionally, the issue provides considerations on the decision of when to save or purge plan documents and tips...
Retirement Times Newsletter – September 2020
September 2020 This month's Retirement Times offers a summary of T. Rowe Price's annual report on 401(k) plan recordkeeping and Empower's report "Scoring the Progress of Retirement Savers." Additionally, the issue providers considerations for offering a Phased...
Strategic M&A – How to ensure that your next merger or acquisition is successful
Republished with permission from the November 2019 edition of The Director, a publication of the National Funeral Directors Association. BY: JIM BREAUX, SVP, Funeral & Cemetery Trust Services with Wendy Russell Wiener and Bill Williams Strategic mergers and...
3 Considerations to Improve Preneed Trust Profitability
Originally published in the March issue of American Funeral Director BY: JIM BREAUX, SVP, Funeral & Cemetery Trust Services (504) 291-8840 | jbreaux@argenttrust.com The funeral service profession is well positioned to capitalize on this line of business for two...
Infographic – Preneed Trusts: Key to Driving Growth for Funeral & Cemetery Businesses
Nonprofit Financial Management: 4 Ways a Wealth Management Firm Can Help
BY: BLAIR HULL, Associate, Philanthropic Services (318) 243-5066 | bhull@argenttrust.com and LUCIUS McGEHEE, Executive Vice President, Argent Trust (318) 251-5851 | lmcgehee@argentfinancial.com Nonprofits searching for ways to further their mission should explore...