Insights Awards & Recognition Brent Sheppard 4/17/25 Awards & Recognition Brent Sheppard 4/17/25 Brent Sheppard Recognized by PLANADVISER as a 2025 Top Retirement Plan Adviser Read More Awards & Recognition Brent Sheppard 4/17/25 Awards & Recognition Brent Sheppard 4/17/25 Brent Sheppard Recognized as a 2025 PLANADVISER Retirement Plan Adviser of the Year Finalist (Plan Sponsor Service) Read More Market Update Brent Sheppard 4/4/25 Market Update Brent Sheppard 4/4/25 Market Update Read More Retirement Times Brent Sheppard 4/1/25 Retirement Times Brent Sheppard 4/1/25 More Retirees Take the Gold Watch, But Keep Their 401(k) Assets In-Plan Read More Retirement Times Brent Sheppard 4/1/25 Retirement Times Brent Sheppard 4/1/25 The Retirement Planning Gap Affecting Two in Three Investors Read More Retirement Times Brent Sheppard 4/1/25 Retirement Times Brent Sheppard 4/1/25 The Power of Small Data for Retirement Plan Sponsors Read More Awards & Recognition Brent Sheppard 3/31/25 Awards & Recognition Brent Sheppard 3/31/25 Cadence Financial Management Named in 2025 Top DC Advisor Teams Read More Market Update Brent Sheppard 3/10/25 Market Update Brent Sheppard 3/10/25 Market Update Read More Retirement Times Brent Sheppard 3/1/25 Retirement Times Brent Sheppard 3/1/25 Amazon Faces Allegations of Mismanaged Funds Read More Retirement Times Brent Sheppard 3/1/25 Retirement Times Brent Sheppard 3/1/25 The Part-time Participant Read More Retirement Times Brent Sheppard 3/1/25 Retirement Times Brent Sheppard 3/1/25 Helping Gen Xers Weather a Perfect Storm Read More Retirement Times Brent Sheppard 2/1/25 Retirement Times Brent Sheppard 2/1/25 PBGC Updates Premium Deadlines for 2025 Plan Years and Beyond Read More Retirement Times Brent Sheppard 2/1/25 Retirement Times Brent Sheppard 2/1/25 Why Workers Leave Matching Dollars on the Table Read More Retirement Times Brent Sheppard 2/1/25 Retirement Times Brent Sheppard 2/1/25 GAO on Crypto in 401(k)s: Risks and Oversight Challenges Read More Financial Planning Brent Sheppard 1/24/25 Financial Planning Brent Sheppard 1/24/25 A primer on the types of 529 investment strategies Read More Retirement Times Brent Sheppard 1/6/25 Retirement Times Brent Sheppard 1/6/25 Portability Services Network Expands Impact Read More Retirement Times Brent Sheppard 1/6/25 Retirement Times Brent Sheppard 1/6/25 Supreme Court Declines Arbitration Case: What Plan Sponsors Need to Know Read More Retirement Times Brent Sheppard 1/6/25 Retirement Times Brent Sheppard 1/6/25 DOL and IRS Provide Hurricane Relief Guidance Read More Financial Planning Brent Sheppard 12/18/24 Financial Planning Brent Sheppard 12/18/24 5 financial gift ideas for teens and kids Read More Financial Planning Brent Sheppard 12/16/24 Financial Planning Brent Sheppard 12/16/24 How to avoid family fighting over an inheritance Read More Older Posts
Awards & Recognition Brent Sheppard 4/17/25 Awards & Recognition Brent Sheppard 4/17/25 Brent Sheppard Recognized by PLANADVISER as a 2025 Top Retirement Plan Adviser Read More
Awards & Recognition Brent Sheppard 4/17/25 Awards & Recognition Brent Sheppard 4/17/25 Brent Sheppard Recognized as a 2025 PLANADVISER Retirement Plan Adviser of the Year Finalist (Plan Sponsor Service) Read More
Retirement Times Brent Sheppard 4/1/25 Retirement Times Brent Sheppard 4/1/25 More Retirees Take the Gold Watch, But Keep Their 401(k) Assets In-Plan Read More
Retirement Times Brent Sheppard 4/1/25 Retirement Times Brent Sheppard 4/1/25 The Retirement Planning Gap Affecting Two in Three Investors Read More
Retirement Times Brent Sheppard 4/1/25 Retirement Times Brent Sheppard 4/1/25 The Power of Small Data for Retirement Plan Sponsors Read More
Awards & Recognition Brent Sheppard 3/31/25 Awards & Recognition Brent Sheppard 3/31/25 Cadence Financial Management Named in 2025 Top DC Advisor Teams Read More
Retirement Times Brent Sheppard 3/1/25 Retirement Times Brent Sheppard 3/1/25 Amazon Faces Allegations of Mismanaged Funds Read More
Retirement Times Brent Sheppard 3/1/25 Retirement Times Brent Sheppard 3/1/25 The Part-time Participant Read More
Retirement Times Brent Sheppard 3/1/25 Retirement Times Brent Sheppard 3/1/25 Helping Gen Xers Weather a Perfect Storm Read More
Retirement Times Brent Sheppard 2/1/25 Retirement Times Brent Sheppard 2/1/25 PBGC Updates Premium Deadlines for 2025 Plan Years and Beyond Read More
Retirement Times Brent Sheppard 2/1/25 Retirement Times Brent Sheppard 2/1/25 Why Workers Leave Matching Dollars on the Table Read More
Retirement Times Brent Sheppard 2/1/25 Retirement Times Brent Sheppard 2/1/25 GAO on Crypto in 401(k)s: Risks and Oversight Challenges Read More
Financial Planning Brent Sheppard 1/24/25 Financial Planning Brent Sheppard 1/24/25 A primer on the types of 529 investment strategies Read More
Retirement Times Brent Sheppard 1/6/25 Retirement Times Brent Sheppard 1/6/25 Portability Services Network Expands Impact Read More
Retirement Times Brent Sheppard 1/6/25 Retirement Times Brent Sheppard 1/6/25 Supreme Court Declines Arbitration Case: What Plan Sponsors Need to Know Read More
Retirement Times Brent Sheppard 1/6/25 Retirement Times Brent Sheppard 1/6/25 DOL and IRS Provide Hurricane Relief Guidance Read More
Financial Planning Brent Sheppard 12/18/24 Financial Planning Brent Sheppard 12/18/24 5 financial gift ideas for teens and kids Read More
Financial Planning Brent Sheppard 12/16/24 Financial Planning Brent Sheppard 12/16/24 How to avoid family fighting over an inheritance Read More
