Benefits Blog

EDUCATION: Retirement Planning Services Hosts Exclusive Lunch and Learn with ERISA Expert, Sal Tripodi

Posted by Lindsay Barnard on Wednesday, June 13, 2018 @ 11:15 AM

Our parent company, Retirement Planning Services, was honored to host an exclusive ERISA Lunch and Learn training session on Monday for area attorneys and CPAs, held by one of ERISA's finest (and fellow Coloradan), Sal Tripodi! A special thanks to Sal for extending this honor, since he now only speaks once a year at his Annual ERISA Seminar in Hawaii.

We'd also like to extend a big thank-you to our co-sponsors, Empower Retirement, Millennium Trust Company, and DFA Funds!

Read More

Tags: ERISA, Retirement Planning, retirement, brokers, Education, continued education, sal tripodi, empower retirement, dfa funds, millennium trust company

Savings: The Most Overlooked Word in Health Savings Account

Posted by Lindsay Barnard on Thursday, July 20, 2017 @ 12:24 PM

It comes as no surprise that many Americans are concerned about retirement.  Diligently putting money into 401(k) or any other form of retirement savings account, many still miss one key ingredient that could offer not only tax benefits, but sustainable growth well into retirement.

Read More

Tags: Retirement Planning, 401(k), HSA, Benefit Administration, employees, retirement, savings, benefits, employers, third party administrator, brokers