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    • Resources For Individuals

    How Much Is Enough For Retirement?

    June 2023 There are many formulas for figuring out how much money...

    • Resources for Employers

    The Six Types of Retirement Plan Fiduciaries You Need to Know

    June 2023 A retirement plan may have one or more fiduciaries who...

    • Resources for Employers

    Fiduciary Checklist for Retirement Plan Sponsors

    Nate Moody, CPFA | Senior Financial Advisor, Partner May 2023 As a plan...

    • Resources for Employers

    SECURE Act 2.0: Preservation of Income

    SUMMARY AND L&H’S PERSPECTIVE mATTHEW aREY, jd — rETIREMENT aDVISOR, pARTNER may 2023...

    • Resources for Employers

    Changes to the Audit Threshold Counting Methodology

    mATTHEW aREY, jd — rETIREMENT aDVISOR, pARTNER may 2023 In late February, the...

    • Resources For Individuals

    The Advantage of Saving Early

    The early bird really could get the worm! In the chart below...

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    • Resources for Employers

    The Value of Hiring an Advisor for Your Retirement Plan

    As a plan sponsor, you have a responsibility to manage your 401(k)...

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    • Resources for Employers

    Maine Retirement Plan Mandate FAQs (for Organizations)

    Nate Moody, CPFA®, Retirement Advisor APril 2023 What is it? To address the growing...

    • Financial Wellness Webinars
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    • Resources For Individuals

    Financial Planning Considerations for Women

    March is Women’s History Month! As a majority women-owned and women-led organization,...

    • Financial Wellness Webinars
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    • Resources for Employers

    Legislative Update: SECURE Act 2.0

    For February’s Financial Wellness@Work episode, we reviewed the recently passed SECURE Act...

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