You’ve Accepted the Pension Lump Sum: Now What?

by jhuffman@mainlineco.com | Jan 5, 2018 | Uncategorized

By: Kevin Dombrowski As previous published in the Delaware Business Times December 18, 2017 I previously wrote about the decision-making process to take a lump sum pension offer or to remain in your company’s pension plan.  If you consider taking your company’s lump...

Should you take your firm’s “Lump Sum” Pension Offer?

by jhuffman@mainlineco.com | Jan 3, 2018 | Uncategorized

By: Kevin Dombrowksi As previously published in the Delaware Business Times November 30, 2017 As companies continue to move away from Defined Benefit pension plans to Defined Contribution plans, many active and retired employees are faced with decisions to take a lump...

Investor Beware – How Did Those Funds End Up on Your Broker’s Platform?

by jhuffman@mainlineco.com | Nov 10, 2017 | News, Uncategorized

By: Gary Droz The U.S. Department of Labor (“DOL”) has endeavored to address the problem of conflicts of interest in retirement advice with its new fiduciary rule, which focuses primarily on brokers because of their compensation practices that often include 12b-1 fees...