Protecting Your Portfolio: Diversification Strategies During Market Volatility

Political or economic changes can cause shifts or uncertainties in the market. If you’ve invested a significant amount in certain assets, this uncertainty can be uncomfortable and may even cause you to panic. Diversifying investments in a volatile market can help you manage risk. Adjusting your portfolio while still ensuring you have your long-term goals in mind can[...] Continue reading
25 August, 2025

The Small Business Guide to Retirement Plan Options in Pennsylvania

As a small business owner, you understand the immense value of your employees. Providing them with robust retirement savings options is a powerful way to invest in their future and strengthen your company's long-term success. We know that navigating the complexities of retirement plans can feel overwhelming. We're dedicated to simplifying this process. With over 25[...] Continue reading
7 August, 2025

Understanding Common 401(k) Investment Options

A 401(k) retirement plan remains a popular investment choice for several reasons, including the potential for tax-deferred growth on contributions and earnings, and the reduced current taxable income through pre-tax contributions. While investment options within a 401(k) may be curated by the plan sponsor, understanding how each works is crucial. This knowledge[...] Continue reading
29 July, 2025

What Is a Retirement Plan Sponsor?

Every company needs a talented team to support its mission and goals, drive revenue, and facilitate overall success. Part of retaining your hard-working employees is offering them a robust benefits plan that contributes to their well-being and helps prepare them for the future. If your business is looking to offer employees a comprehensive retirement, pension, or[...] Continue reading
1 October, 2024

How to Pick a Beneficiary for Your 401(k)

Choosing a beneficiary for your 401(k) is an important decision. Learn more about how to select a beneficiary and what to do once you decide. What Is a Beneficiary? In the most simple form, a beneficiary receives money, estate, and other benefits from someone else, called the benefactor. In other words, you, the benefactor, would designate a beneficiary — or[...] Continue reading
13 December, 2021

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