About Lisa Baisler

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So far Lisa Baisler has created 19 blog entries.

HOLIDAY CLOSURES

Monday, December 24th our offices will be CLOSED. Markets close at 1pm. Tuesday, December 25th our offices will be CLOSED, as will the markets. No trades will be processed. Monday, December 31st our offices will be closing at 2pm. Monday, January 1st out offices will be closed, as will the markets. No trades will be [...]

2019 PLAN LIMITS

The federal government has released the 2019 dollar limits that apply to qualified retirement plans. Download our 2019 Plan Limit document to compare these new limits with 2018. If you have any questions, please contact your plan consultant.

THANKSGIVING CLOSURES

Wednesday, November 21st our offices will be closing at 2pm. Thursday, November 22nd our offices will be CLOSED, as will the markets. No trades will be processed. Friday, November 23rd our offices will be CLOSED. Markets close at 1pm. Happy Thanksgiving!

OCTOBER RESOURCE SPOTLIGHT

Today's technology connects us more than ever. However, it also makes us more vulnerable. Download the guide on Protecting Your Identity, Data, and Assets to learn how to protect you and your employees.

AUGUST RESOURCE SPOTLIGHT

Determining whether a DRO is qualified can be complicated. Download our QDRO Checklist for a simple guideline.

LABOR DAY WEEKEND

Friday, August 31st our offices will be closing at 2pm. Monday, September 3rd our offices will be CLOSED, as will the markets. No trades will be processed. Have a great holiday weekend!

JULY RESOURCE SPOTLIGHT

An ERISA fidelity bond helps protect a plan against losses due to fraud or dishonesty. Click here to find out more about how this bond works with your plan.

4TH OF JULY CLOSURES

Tuesday, July 3rd our offices will be closing at 2pm. Markets close at 1pm. Wednesday, July 4th our offices will be CLOSED, as will the markets. No trades will be processed. Happy 4th of July!

JUNE RESOURCE SPOTLIGHT

The IRS developed the Employee Plans Compliance Resolution System (EPCRS) as a way to remedy operation errors and avoid potential consequences of plan disqualification. Learn more by downloading our EPCRS guide.

MAY RESOURCE SPOTLIGHT

Retirement plans are often overlooked when companies merge or undergo an acquisition. Learn more about the differences between asset sales and stock sales by downloading our mergers + acquisitions flyer.