Insights Retirement Times Brent Sheppard 5/1/22 Retirement Times Brent Sheppard 5/1/22 Why Retirement Plan Sponsors Should Care About Employee Student Loan Debt Read More Retirement Times Brent Sheppard 5/1/22 Retirement Times Brent Sheppard 5/1/22 Early Withdrawals Can Lead to Tardy Retirements and Problems for Everyone: How to Help Read More Retirement Times Brent Sheppard 5/1/22 Retirement Times Brent Sheppard 5/1/22 Fee Litigation with an Odd “Twist” Read More Retirement Times Brent Sheppard 4/1/22 Retirement Times Brent Sheppard 4/1/22 The Risk of 401(k) Lawsuits: If It Can Happen to Them… Read More Retirement Times Brent Sheppard 4/1/22 Retirement Times Brent Sheppard 4/1/22 Financial Hypochondria: When Investment Vigilance Becomes a Problem Read More Retirement Times Brent Sheppard 4/1/22 Retirement Times Brent Sheppard 4/1/22 IRS/DOL Audits Are Increasing Dramatically Are You Ready? Read More Retirement Times Brent Sheppard 3/1/22 Retirement Times Brent Sheppard 3/1/22 Retirees’ Retirement Asset Withdrawal Rate: Will Your Money Last? Read More Retirement Times Brent Sheppard 3/1/22 Retirement Times Brent Sheppard 3/1/22 Survey Says… What’s Your Take on Financial Wellness Programs? Read More Retirement Times Brent Sheppard 3/1/22 Retirement Times Brent Sheppard 3/1/22 Every Plan should have a Committee Charter and Here’s Why Read More Retirement Times Brent Sheppard 2/1/22 Retirement Times Brent Sheppard 2/1/22 What is an appropriate interest rate for plan loans? Read More Retirement Times Brent Sheppard 2/1/22 Retirement Times Brent Sheppard 2/1/22 ERISA 3(38) Fiduciary Services Read More Retirement Times Brent Sheppard 2/1/22 Retirement Times Brent Sheppard 2/1/22 Thanks for the Memories: Gratitude and Financial Wellness Read More Retirement Times Brent Sheppard 1/1/22 Retirement Times Brent Sheppard 1/1/22 The Auditors Are Coming — Are You Ready? Read More Retirement Times Brent Sheppard 1/1/22 Retirement Times Brent Sheppard 1/1/22 Financial Wellness Needs a Long and Short Game to Work for Both Participants and Organizations Read More Retirement Times Brent Sheppard 1/1/22 Retirement Times Brent Sheppard 1/1/22 When Does a Participant Loan Become a Deemed Distribution? Read More Retirement Times Brent Sheppard 12/1/21 Retirement Times Brent Sheppard 12/1/21 Retirement Income Participant Interest Surveys: A Contrarian View Read More Retirement Times Brent Sheppard 12/1/21 Retirement Times Brent Sheppard 12/1/21 When It Comes to Planning for Retirement, Participants Want to Hit the Easy Button Read More Retirement Times Brent Sheppard 12/1/21 Retirement Times Brent Sheppard 12/1/21 Cybersecurity Best Practices for Plan Sponsors Read More Awards & Recognition Brent Sheppard 11/22/21 Awards & Recognition Brent Sheppard 11/22/21 Brent Sheppard Recognized as a 2022 NAPA Top 100 Retirement Plan Advisor Under 40 Read More Retirement Times Brent Sheppard 11/1/21 Retirement Times Brent Sheppard 11/1/21 Financial Wellness Gone Wrong Read More Newer Posts Older Posts
Retirement Times Brent Sheppard 5/1/22 Retirement Times Brent Sheppard 5/1/22 Why Retirement Plan Sponsors Should Care About Employee Student Loan Debt Read More
Retirement Times Brent Sheppard 5/1/22 Retirement Times Brent Sheppard 5/1/22 Early Withdrawals Can Lead to Tardy Retirements and Problems for Everyone: How to Help Read More
Retirement Times Brent Sheppard 5/1/22 Retirement Times Brent Sheppard 5/1/22 Fee Litigation with an Odd “Twist” Read More
Retirement Times Brent Sheppard 4/1/22 Retirement Times Brent Sheppard 4/1/22 The Risk of 401(k) Lawsuits: If It Can Happen to Them… Read More
Retirement Times Brent Sheppard 4/1/22 Retirement Times Brent Sheppard 4/1/22 Financial Hypochondria: When Investment Vigilance Becomes a Problem Read More
Retirement Times Brent Sheppard 4/1/22 Retirement Times Brent Sheppard 4/1/22 IRS/DOL Audits Are Increasing Dramatically Are You Ready? Read More
Retirement Times Brent Sheppard 3/1/22 Retirement Times Brent Sheppard 3/1/22 Retirees’ Retirement Asset Withdrawal Rate: Will Your Money Last? Read More
Retirement Times Brent Sheppard 3/1/22 Retirement Times Brent Sheppard 3/1/22 Survey Says… What’s Your Take on Financial Wellness Programs? Read More
Retirement Times Brent Sheppard 3/1/22 Retirement Times Brent Sheppard 3/1/22 Every Plan should have a Committee Charter and Here’s Why Read More
Retirement Times Brent Sheppard 2/1/22 Retirement Times Brent Sheppard 2/1/22 What is an appropriate interest rate for plan loans? Read More
Retirement Times Brent Sheppard 2/1/22 Retirement Times Brent Sheppard 2/1/22 ERISA 3(38) Fiduciary Services Read More
Retirement Times Brent Sheppard 2/1/22 Retirement Times Brent Sheppard 2/1/22 Thanks for the Memories: Gratitude and Financial Wellness Read More
Retirement Times Brent Sheppard 1/1/22 Retirement Times Brent Sheppard 1/1/22 The Auditors Are Coming — Are You Ready? Read More
Retirement Times Brent Sheppard 1/1/22 Retirement Times Brent Sheppard 1/1/22 Financial Wellness Needs a Long and Short Game to Work for Both Participants and Organizations Read More
Retirement Times Brent Sheppard 1/1/22 Retirement Times Brent Sheppard 1/1/22 When Does a Participant Loan Become a Deemed Distribution? Read More
Retirement Times Brent Sheppard 12/1/21 Retirement Times Brent Sheppard 12/1/21 Retirement Income Participant Interest Surveys: A Contrarian View Read More
Retirement Times Brent Sheppard 12/1/21 Retirement Times Brent Sheppard 12/1/21 When It Comes to Planning for Retirement, Participants Want to Hit the Easy Button Read More
Retirement Times Brent Sheppard 12/1/21 Retirement Times Brent Sheppard 12/1/21 Cybersecurity Best Practices for Plan Sponsors Read More
Awards & Recognition Brent Sheppard 11/22/21 Awards & Recognition Brent Sheppard 11/22/21 Brent Sheppard Recognized as a 2022 NAPA Top 100 Retirement Plan Advisor Under 40 Read More
Retirement Times Brent Sheppard 11/1/21 Retirement Times Brent Sheppard 11/1/21 Financial Wellness Gone Wrong Read More
