Archive for November, 2018

Open Enrollment Season

Tuesday, November 13th, 2018

FMI Open Enrollment November

This is a quarterly reminder to take advantage of Open Enrollment at your company, which usually happens in November. This is a good time to make sure you are maximizing your retirement account contributions, adjusting tax withholdings for the upcoming years, and checking your overall benefits such as life insurance, health savings accounts (HSAs) or flexible spending accounts (FSAs).

Bond Funds May Help Diversify Your Portfolio

Thursday, November 8th, 2018

Most investment experts talk about the benefits of diversification — essentially, mixing some stocks, bonds and cash in your portfolio. Having too many eggs in one basket, so the reasoning goes, means that you could wind up with broken eggs if the basket falls.

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Helping Employees Stay on the Right Side of Their Duties as Fiduciaries

Tuesday, November 6th, 2018

FMI Helping Employees Stay on the Right Side of Their Duties as fiduciaries

Fiduciary training can help protect individual fiduciaries, the plan as a whole — and, of course, the participants.

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