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From compliance and administration to retirement readiness and employee engagement, we are committed to providing helpful and relevant resources to our plan sponsor clients and prospects.   

For the majority of future retirees, medical expenses pose significant risk to any retirement plan, and they are only projected to rise. Medical cost estimates for couples throughout their full retirement, assuming both partners are 65, has increased $15,000 from 2016...

Many financially stressed employees confess to spending 3+ hours of their work week distracted by personal finances[1], that’s 156 hours per year. This means you could be losing up to $5,260 per employee![2]

So, what can employers do? Here are three ways employers can h...

A Marathon for Everyone

Recently, I went to cheer on a friend running in her first marathon. The excitement of watching thousands of people accomplish such an amazing goal was an experience like no other. I waited at the last bend before the finish line so I’d have a go...

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Items Your Annual Retirement Plan Review May Be Missing

March 5, 2018

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Honolulu, Hawai`i 96813

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, HI, IL, NV, OR, & WA.