Tag Archives: employee benefits

Is the information you get from your employer enough?

Posted on August 29, 2011 by Cambridge Wealth Management

Real-life case study from Rich Chick by Michelle Matson, VP of Matson Money Sarah is a professional who has been working in the same organization for ten years. She is very financially responsible, owns her home, lives comfortably within her … Continue reading →

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The LaRue Decision – How the Supreme Court Ruling Affects Retirement Plan Sponsors

Posted on April 14, 2011 by Cambridge Wealth Management

The LaRue judgment allows retirement plan participants, in certain situations, to sue plan fiduciaries under ERISA to recover investment losses in individual 401(k) accounts. Continue reading →

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5 Retirement Plan Essentials

Posted on April 12, 2011 by Cambridge Wealth Management

Introducing a Better Retirement Solution from Loring Ward Total Retirement Loring Ward Total Retirement’s plans offer trustees a retirement plan solution that is structured to save you money, significantly reduce your fiduciary liability and provide your employees with a better … Continue reading →

Posted in 401(k), ERISA 3(38), fiduciary, financial advisor, investment advisor, Phoenix, Retirement Plans | Tagged , , , , | Leave a comment