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  • VIDEO: What Does ESG Investing Mean?

    Planting a flowerHave you heard of, or considered, socially responsible – or, what the industry now calls ESG, investments? These investmentvehicles have been gaining a lot of tractin this year for focus on sustainable, socially conscious, "green" and/or ethical screens for the companies they own in their portfolio (i.e. mutual fund or ETF) and also for their ability to point of potntial financial risks that can't be identifyied by typical quarterly results. They seek to consider both financial return and specific environmental, governance, and social metrics to do help investments do well by “doing good.” In this video, I sat down with Clarice Avery of Natixis Invest Managers. We talked about all the things you should know when considering an ESG investment for your investment line-up. You can learn more at Natixis’ site and ESG101.

  • VIDEO: Are HSAs the Missing Piece to Your Employees' Benefits Package?

    As more organizations begin to expand their employee benefits, are Health Savings Accounts, or HSAs, a good fit for your employees? An HSA is a savings vehicle designed to assist with out-of-pocket medical expenses, but it can double as another way for your employees to save for retirement. Currently, only those enrolled in a high-deductible health insurance plan are eligible to take advantage of an HSA. Employees can use the funds to pay for qualified medical expenses such as premium payments, deductibles, copays, and prescriptions.

  • VIDEO: The 4 Reasons Why You Should do an RFP

    Has it been a while since you performed a comparative review of your retirement plan advisor and/or vendor?  It may sound like a complicated process, but ensuring you're matched with partners who are in tune with your companies'  unique culture and goals is essential. 

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