The December Retirement Report from Heritage

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

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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

Argent Employee Spotlight – Melissa Garner

Argent Employee Spotlight – Melissa Garner

Meet Melissa Garner, who is with Argent Trust in Shreveport and has been with us for 14 years.   Q. What led you to Argent and what makes it unique? A. I came to Argent fresh out of grad school, looking for a company that I could have a career with. I found it! I...

Making a Difference on GivingTuesday

Making a Difference on GivingTuesday

As we enter the holiday season and reflect warmly on our memories of Thanksgiving, many of us are feeling lucky and grateful for the blessings in our lives. Soon we’ll get into the bustle of buying gifts, sending out cards and taking part in other cherished seasonal...

The 30-Year Lesson

The 30-Year Lesson

Any company that has been around for 30 years will have learned a few lessons along the way about what it takes to be successful. And if it is not just surviving after three decades, but thriving, as Argent is, then it should have accumulated a host of lessons....

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