The December Retirement Report from Heritage

Click on the image to read Heritage Trust’s Retirement Report for December 2015!

Heritage Logo

This issue covers:

  • Millennials vs. Generation X’ers & Baby Boomers – How do Millennials stack up against Baby Boomers & Gen X’ers?
  • Board of Directors’ Liabilities – Learn the duties of Board of Directors and the importance of a committee charter.
  • The Six Categories of Fiduciaries – What are the 6 categories of fiduciaries? This section outlines a simplified list, along with brief definitions of each category of a fiduciary.
  • May Any Employee Serve on the Retirement Committee? – What are the rules? Identifying and documenting persons as non-voting members.

About

Argent Financial Group

Celebrating its 30th anniversary in 2020, Argent Financial Group (Argent) is a leading, independent, fiduciary wealth management firm. Responsible for more than $30 billion in client assets, Argent provides individuals, families, businesses and institutions with a broad range of wealth management services, including trust and estate administration, investment management, ESOPs, retirement plan consulting, funeral and cemetery trusts, charitable organization administration, oil and gas (mineral) management and other unique financial services. Headquartered in Ruston, Louisiana, Argent was formed in 1990 and traces its roots back to 1930.

Latest News & Resources

Insights

The Morning View: September 16, 2020

The Morning View: September 16, 2020

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager Announced this morning, Retail Sales for August increased 0.6%, less than expected. Strength occurred in food service & drinking places as well as clothing businesses, while stores for sporting goods,...

Argent Employee Spotlight – Dominique Richard

Argent Employee Spotlight – Dominique Richard

Q. What led you to Argent and what makes it unique? A. Towards the end of 2018, an employee in Argent’s Shreveport office (who I previously worked with at another firm) recommended Argent to myself and another former colleague in Baton Rouge. After several emails,...

The Morning View: September 11, 2020

The Morning View: September 11, 2020

BY: MARSHALL BARTLETT Senior Vice President / Portfolio Manager Announced this morning, the Consumer Price Index (CPI) increased 0.4% in August and has increased 1.3% on an annual basis, both slightly more than expected. Used Cars & Trucks saw large price...

Interested in speaking with

one of our experts?