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Shelby George

Senior Vice President, Advisor Services

Library » Converge, Volume 5: Unlocking the Potential of HSAs

February 09, 2015 | Retirement Plans

More and more individuals cite health care costs in retirement as a top concern, and an area where they need help with planning. Advisors who have the tools to help navigate this complicated topic may be in a strong position to assist their clients with preparing for a secure retirement. In …

Library » Converge, Volume 5: Emerging Issues in Fiduciary Responsibility

February 09, 2015 | Fiduciary

If you have ever heard anyone on your 401(k) investment committee assert, “You know, we can’t/won’t get sued for using [insert household name here] on our investment menu” - or if you have said this yourself -- read on. The spike in 401(k) plan-related litigation over the past few years should …