COVID-19 Latest Updates and Resources

Prescribing a richer life for you, your family, and your future.

What Plan Sponsors Need to Know About the Final IRS Hardship Distribution Regulations

A summary of the changes related to hardship distributions along with the mandatory and optional rules that retirement plan sponsors need to implement.

How Physicians Can Overcome Financial Instability

When physicians take time to fully understand their finances and create actionable plans for increased stability, they are able to alleviate many of the associated fears and challenges and ultimately reach a place of financial wellness.

Steady As She Goes: Curi Capital’s Q3 2019 Market Commentary

The factors driving the market (and our outlook) remain consistent from last quarter despite some surprising headlines.

Four Key Questions for Back-to-[Saving-for]-School Season

The importance of understanding your full financial picture before setting up any savings or investment programs for your family.

How to Develop and Implement Drug-Free Workplace Policies

Effective workplace drug policies can reduce the risk of substance abuse among healthcare professionals while establishing a safe and healthy environment for employees and patients.

What North Carolina Practices Need to Know About the State’s Delayed Transition to Medicaid Managed Care

Dispute between Governor and General Assembly over pending state budget will force a temporary postponement of first phase of Medicaid managed care transition.

How to Know If Your Practice Should Allow Voluntary After-Tax Contributions

As interest in after-tax contributions grows, plan sponsors should consider team compensation before allowing these contributions to become part of the practice’s 401(k) plan.

Will 2019 Be the Year of Retirement Reform?

A closer look at the SECURE Act, and how this legislation may affect your practice’s retirement plans.

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Understanding 3(21) and 3(38) Fiduciary Services for Your Practice’s Retirement Plan

As lawsuits continue to be filed against retirement plan sponsors, it’s important for practice leaders to recognize how a plan advisor can help limit exposure.

How Practices Should Prepare for an Active Shooter Situation

When faced with the unthinkable, medical professionals will need to rely on training and preparation to minimize the fallout of an active shooter.

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