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  • Your 401(k) Checkup

    Since your 401(k) plan is not a “set it” and “forget it” program, it’s a good idea to conduct a regular checkup to assess the health of your retirement accounts.

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  • Rating 401(k) Service Providers

    Service Provider Evaluation

    By: Chip Hunt 401(k) Plan Committee members: As we approach mid-year and you consider the state of your 401(k) plan, you may find yourself at a crossroad – contemplating whether to just tolerate continued poor service, or to take the necessary steps to change your “bundled” – all-in-one – service provider. But who wants to …More

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  • It’s Tax Season: Looking at the Tax Advantages of Roth Accounts

    IRS-Roth IRA

    As tax season rolls around again, it’s convenient reminder to consider the most tax-advantageous investment vehicles available. One often-overlooked option is the Roth account, which offers unique tax benefits that can significantly impact your financial future.

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  • The Power of Intelligent Decision-Making In Financial Planning

    Two peope, two different outcomes

    How can two individuals, identical in age and income, with matching financial resources—IRAs, 401(k), pension, Social Security, investments, and more experience vastly different outcomes in their retirement? The answer lies in their decision-making and the methods used to arrive at those decision

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  • Seeking Fiduciary Protections

    Two Strategies for Protecting Yourself as an ERISA Fiduciary Background If you are a fiduciary of a 401(k) plan, here’s a thought to seriously ponder. By rule, your default position as an ERISA fiduciary is that YOU are personally liable for claims of investment losses incurred by participants for their investment decisions… That is, UNLESS …More

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  • Six Financial Must-Dos for 2024

    writing financial tasks on calendar

    By: Chip & Jamie Hunt This year make your financial health a top priority. Use this checklist to serve as your guide to an organized approach for assessing and monitoring your financial security. It’s a resolution that not only promotes fiscal responsibility for you and your family, but also empowers you to make informed decisions …More

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  • Market Recap Q3 2023 (Video)

    By Chip Hunt Chip Hunt summarizes the third quarter of 2023. About Chip Chip Hunt is the founder and President of PrimeTRUST Advisors, an investment advisory firm dedicated to helping individuals and institutions with their retirement plan. His desire to embrace the true fiduciary role (working for the best interest of others) motivated him to …More

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  • A Trick for Required Minimum Distributions

    Required Minimum Distributions (RMD) image

    WOW!!… I Didn’t Know You Could Do THAT! Heads-up!! The year-end is rapidly approaching, which brings up the topic of Required Minimum Distributions (“RMDs”). And… you were thinking this was about a New Year’s Eve Party. Nope! As retirement plan geeks, we are thinking about RMDs! Many people are surprised to learn that you do …More

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  • Top Tips for Choosing a Financial Advisor

    By: Chip Hunt Introduction Choosing the right financial advisor is a critical decision that can greatly impact your financial well-being and future security. Whether you’re planning for retirement, investing, or managing your assets, the right financial advisor can provide expert guidance. To ensure you make the best choice for your financial needs, here are some …More

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  • Market Recap Q2 2023 (Video)

    By Chip Hunt Chip Hunt summarizes the second quarter of 2023. About Chip Chip Hunt is the founder and President of PrimeTRUST Advisors, an investment advisory firm dedicated to helping individuals and institutions with their retirement plan. His desire to embrace the true fiduciary role (working for the best interest of others) motivated him to …More

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