Bridgehaven Financial Advisors

Companies Share Tax Savings With Workers
Tax

Companies Share Tax Savings With Workers

A minority but growing number of employers give employees bonuses and raises based on this year's tax windfall; Visa leads the way with huge 401(k) boost.
By David McCann | January 11, 2018
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Good Advice for Plan Sponsors: Monitor Advisers
Retirement Plans

Good Advice for Plan Sponsors: Monitor Advisers

DoL's new "conflict of interest rule" for plan advisers may be good news for sponsors of small 401(k) plans, but will it drive up fees?
By David McCann | June 22, 2016
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Small Companies May Have to Offer IRAs
Tax

Small Companies May Have to Offer IRAs

The federal government proposes to mandate that small businesses automatically enroll workers who have shunned participation in 401(k) plans into payroll-funded individual retirement accounts.
By David McCann | April 11, 2013
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Will These Investments Catch On?
Retirement Plans

Will These Investments Catch On?

Why the government&spamp;rsquo;s proposals for encouraging &spamp;ldquo;longevity annuities&spamp;rdquo; may not impress many 401(k) plan sponsors.
By David McCann | May 15, 2012
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Feds’ 401(k) Annuity Proposals: Baby Steps
Retirement Plans

Feds’ 401(k) Annuity Proposals: Baby Steps

The federal government's proposed rules are designed to give plan participants a lifetime income stream. But they fail to address the biggest roadblocks to achieving that goal.
By David McCann | February 10, 2012
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Schwab Throws Wrinkle into 401(k) Market
Retirement Plans

Schwab Throws Wrinkle into 401(k) Market

The financial-services firm says its new retirement plan composed of all index funds will have lower costs and encourage participants to save more than usual. Too good to be true?
By David McCann | January 20, 2012
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