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As hardship distributions and participant loans increase, plan sponsors need to understand their responsibilities to oversee and track these activities. Even if they use a third-party administrator, plan sponsors are ultimately responsible for meeting the IRS’s guidelines for reporting these activities.

As their retirement approaches, most people tend to focus heavily on the financial element of their planning. But the financial capacity to retire is merely one area of several critical elements involved in effective retirement planning.

When you write your eulogy, you get a clear picture of how you think about yourself. These insights can help you gain perspective into what the rest of your life could look like. Consider it the first draft of your retirement plan.

While many American families will still be exempt from paying federal estate tax in 2026, some wealthy families may be caught off guard by this monumental change. What can you do to prepare?

This educational webinar explores vital steps and strategies needed to protect your assets upon retirement and leave a lasting legacy for generations to come.

With just a few weeks left until the end of the year, you still have time to optimize your financial health. We’ve compiled a short list of ideas from Savant’s financial advisors to help you get started.

Whether you are investing, safeguarding your assets, or planning for retirement, there are important questions you should ask a financial advisor this upcoming year.

As investors look back on 2023, they will likely remember it as a positive year for stocks, with the S&P 500 finishing in positive territory. While this isn’t unusual, the composition of return may be surprising to some.

If you prefer to give money or gift cards to the children or grandchildren in your life, consider a different kind of monetary gift this year: a custodial Roth IRA.

Are you tired of being bombarded with financial myths and misinformation? Watch this enlightening and educational webinar.

As we enter into what’s supposed to be one of the most joyous seasons of the year, how can we inject a little more positivity into our collective outlook?

If you’re used to giving holiday tips to your hairdresser, dog walker, house cleaner, or other individuals with whom you have an ongoing relationship, you may be wondering how the new tipping culture affects the annual gift you’ve given to valued service providers in the past.