Are You Ready for the 2019 Changes to Hardship Distribution Rules?

Hang on to your hats because a lot of what you thought you knew about hardship distributions is changing in 2019. That's right. Tucked away neatly in the Bipartisan Budget

New Year, A Whole New Look (Plus Some Dates You Need to Know)

SRC Launches New Website We're excited to announce that the new Stones River Consulting website is live! We hope that you'll find the new version of the site to be

Auto-Enroll and Auto-Increase Plans

The Future of Retirement Planning? We have a retirement crisis in this country. Today, too few people have retirement plans, and those who do save for retirement are not saving

Participant Education: The Missing Piece of the Puzzle

You've heard me say it before and you'll definitely hear me say it again. There's a retirement crisis in this country. Not enough people have access to 401k plans. Of

Domo Arigato, Mr. Roboto: The Rise of the Robo-Advisor

There's a shiny new toy on the wealth management shelf, and I, for one, am not all that impressed. You may have heard the buzz about robo­-advisors from investment sites

Calling It Quits: How to Properly Terminate A 401(k) Plan

There are a variety of reasons why you may need to terminate a 401k retirement plan. Maybe the business has run its course and it's time to shutter the doors.

Is Your Plan Protected?

A Basic Overview of Fidelity Bonds   A vital part of plan administration is making sure that you meet the requirements of the ERISA (Employee Retirement Income Security Act). At

New Tool For Advisors

SRC Now Offering Access to the 401(k) Sales Champion Workshop I honestly strive to be a resource for financial professionals, and I'm constantly searching for tools to make their busy

The Updates Are In…

IRS Announces 2018 Contribution Limits... Every year in or around October, Uncle Sam releases cost of living adjustments for retirement account contributions. This year because of the talk about the

Required Minimum Distributions…

You’ve been socking away money for thatt blissful day when you can finally say, “I’m retired!”. And, at least part of that money probably went into an account before you

PPA Restatement: Why Do I Have…

You’ve been socking away money for thatt blissful day when you can finally say, “I’m retired!”. And, at least part of that money probably went into an account before you

What the Heck is a Roth 401(k)?

As of January 1, 2006, U.S. employers have been free to amend their 401(k) and 403(b) plan documents to allow employees to elect Roth IRA type tax treatment for a

Don’t Leave A Mess For 2017

5 Steps to Year-End Retirement Plan Housekeeping Ready or not here it comes. YEAR END. I know, I know. Your list is long and your time is short. But, it's

Stones River Consulting Is Turning 4!

By now you should know that I love to fill your inbox with numbers and stats, so here's one I'm excited to say SRC is going to beat... According to

New Year, A Whole New Look (Plus Some Dates You Need to Know)

SRC Launches New Website We're excited to announce that the new Stones River Consulting website is live! We hope that you'll find the new version of the site to be more user-friendly and informative and less... well, less like most other financial firm websites. We...

read more

Auto-Enroll and Auto-Increase Plans

The Future of Retirement Planning? We have a retirement crisis in this country. Today, too few people have retirement plans, and those who do save for retirement are not saving enough. It is not uncommon for people to live will into their 80s or even 90s and it's...

read more

Participant Education: The Missing Piece of the Puzzle

You've heard me say it before and you'll definitely hear me say it again. There's a retirement crisis in this country. Not enough people have access to 401k plans. Of those that do have access not enough are actually participating in the plan. And, those that are...

read more

Domo Arigato, Mr. Roboto: The Rise of the Robo-Advisor

There's a shiny new toy on the wealth management shelf, and I, for one, am not all that impressed. You may have heard the buzz about robo­-advisors from investment sites like Betterment, Wealthfront and even big firms like Vanguard and Charles Schwab. These online...

read more

Calling It Quits: How to Properly Terminate A 401(k) Plan

There are a variety of reasons why you may need to terminate a 401k retirement plan. Maybe the business has run its course and it's time to shutter the doors. Maybe the company is small and just can't afford the matching contributions any longer. Maybe the company was...

read more

Is Your Plan Protected?

A Basic Overview of Fidelity Bonds   A vital part of plan administration is making sure that you meet the requirements of the ERISA (Employee Retirement Income Security Act). At its core, an ERISA bond's purpose is to protect the assets of your retirement plan against...

read more

New Tool For Advisors

SRC Now Offering Access to the 401(k) Sales Champion Workshop I honestly strive to be a resource for financial professionals, and I'm constantly searching for tools to make their busy lives easier. For many, learning and growing their client list are top priorities. I...

read more

The Updates Are In…

IRS Announces 2018 Contribution Limits... Every year in or around October, Uncle Sam releases cost of living adjustments for retirement account contributions. This year because of the talk about the new tax bill, there was some concern in the financial community about...

read more

Don’t Leave A Mess For 2017

5 Steps to Year-End Retirement Plan Housekeeping Ready or not here it comes. YEAR END. I know, I know. Your list is long and your time is short. But, it's time for your retirement planning year­end check up. There are a few things all plan sponsors should think about...

read more

Stones River Consulting Is Turning 4!

By now you should know that I love to fill your inbox with numbers and stats, so here's one I'm excited to say SRC is going to beat... According to the Small Business Administration, 50% of businesses fail in the first five years. I am humbled and honored by the trust...

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