As an employee of American Electric Power (AEP), understanding the transition of your healthcare benefits, particularly your Health Reimbursement Arrangement
Read More
Join our webinar tailored for AEP employees aged 55 and above with 10+ years of service. Learn how to optimize retirement benefits, whether you're considering
Read More
How to Know if You Can Retire: A Comprehensive Guide
Retirement, or work-life optionality of life where one can finally move into the next chapter of life
Navigating your pension plan and investment options can seem daunting, but with the right
knowledge and strategy, you can make informed decisions to secure your
Read More
The term “Fiduciary” is so important that it carries with it personal liability… if you’re involved in managing your company 401(k) plan and don’t know what a
Read More
ERISA Section 404(c) is one of the most important safe harbor provisions for Plan Sponsors. If you’re not sure what it is or if you’re in compliance, you’ll
Read More
In the financial industry, the term “Investment Policy Statement” is used a lot – but what is an Investment Policy Statement (or IPS) and do you really need one
Read More
