Why Your 401(k) Menu Isn’t Endless: The Fiduciary’s Role
Ever wonder why your 401(k) offers a limited selection of investment funds compared to the vast universe of options out there? It’s not because your employer is trying to limit your choices; it’s because they’re acting as a fiduciary, and that comes with serious legal and regulatory responsibilities. What Does “Fiduciary” Mean for Your 401(k)? […]
HTC Team Highlights
Life Milestones Bauer Hooey Grandson of Amy Remmick, Retirement Services Operations and Compliance Clayton John Dickson (CJ) Grandson of Mary Carlson, Senior Administrative Associate-Personal TrustsClayton was born on April 12th! Denise Lies Retirement Services Senior Operations and ComplianceDenise and her family took a trip to Ireland in May! Bennett Linder Son of Wealth Management Officer, […]
Understanding Investment Indexes: A Guide to Market Benchmarks
Every day in my office, the television is tuned into Bloomberg, broadcasting the latest financial news. Alongside the news is a rolling column of acronyms, flanked by red or green numbers, changing every twelve seconds. S&P 500, DOW, NASDAQ, RUSS 2K, TSX, FTSE, MSCI EAFE, STOXX 50, NIFTY 50. There is no shortage of these jumbles […]
Celebrating 35 Years
Thank you to those who attended our celebration. Click below to watch a special video commemorating this milestone. https://vimeo.com/1095703212?share=copy#t=391.968
