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Ideas & Insights



Retirement Report: Third Quarter 2018

In this issue, we discuss how to prepare for an IRS audit, required fiduciary education, and tips for preventing uncashed retirement checks.

Recorded Webcast

Retirement plan self-checkup

Insights on the latest plan options and how to evaluate and ensure you are getting the most out of your retirement plan.

  • Carroll, Eric
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Insight Article

Federal Reserve raises rates

Policymakers upgrade assessment of U.S. economic growth. Committee now expects to raise the federal funds rate four times in 2018.

Monthly Market Commentary

Economic growth remains positive in May

Inflation trends closer to the projected 2 percent target over the medium term, growth is positive and the labor market remains tight.