In today’s economy, Americans are worried about their finances, and it spills over into every aspect of their lives, even their work. Let’s look at this for a minute and you’ll see why having a financial wellness program for your employees is a good thing.
Some provisions of SECURE 2.0 have already taken effect, and more will become effective soon. For plan sponsors, preparation is the key.
Sometimes I get a question from multiple clients in a short period, suggesting to me that it’s on people’s minds.
Lately, I feel like I’ve been answering a lot of questions about something called “dollar-cost averaging” — from clients and even from Barron’s.
Perigon is ranked #24 (out of 50) on the Fastest Growing list, #73 on the 2024 RIA list (out of 431) and #73 on the RIA Discretionary and Non-discretionary AUM (out of 431)
In a significant move by the Department of Labor (DOL), new regulations are being rolled out that may impact your ERISA compliance and retirement plan administration.
2024 has been off to a strong start in the stock market by most measures. A robust US economy, slowing inflation and a cautious Federal Reserve have provided a strong backdrop for continued market growth
Global stocks continued their resiliency, gaining 2.23% in June and 2.87% in Q2, bringing the MSCI All Country World Index’s (ACWI) 2024 YTD return through June 30 to 11.30%.
To help prevent potential retirement delays, consider retirement income solutions to boost participants’ confidence in their future financial security.
Recently, there seems to be a lot of buzz around a tool called “direct indexing”. More and more Perigon clients are using it in their portfolios, and I’ve even seen it in consumer-facing marketing from financial companies.
Simply stated, benchmarking is the process of reviewing and evaluating your company retirement plan. It involves taking a look at what you are offering your employees today and deciding if it’s appropriate or needs some updating.
In today’s economy, Americans are worried about their finances, and it spills over into every aspect of their lives, even their work. Let’s look at this for a minute and you’ll see why having a financial wellness program for your employees is a good thing.
Are you leveraging the right strategies to review, assess, and optimize your retirement plan costs? Watch the video now.