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Posts by Richard Veres, CFA, CEBS

Highland Welcomes Barbara Myers, CFA

By Richard Veres, CFA, CEBS

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The Latest ERISA Lawsuit Target: Hidden Fees

By Richard Veres, CFA, CEBS

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Alarmed by the 401(k) Auto Enroll Headlines? Just Opt Out

By Richard Veres, CFA, CEBS

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The Changing Landscape of 403(b) Plans: Are Your Plans Keeping Pace?

By Richard Veres, CFA, CEBS

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What Does the DOL Fiduciary Ruling Mean for You?

By Richard Veres, CFA, CEBS

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Understanding the New Fiduciary Rule and Its Impact to Retirement Plan Sponsors

By Richard Veres, CFA, CEBS

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Five Costly Mistakes in 403(b) Retirement Plan Management and How to Avoid Them

By Richard Veres, CFA, CEBS

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Employee Stock Ownership Plan (ESOP): A Solid Financial Future

By Richard Veres, CFA, CEBS

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The Fiduciary Rule: Impact to Retirement Plan Sponsors and Important Questions to Ask Your Consultant

By Richard Veres, CFA, CEBS

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How An ESOP Can Provide A Solid Financial Future

By Richard Veres, CFA, CEBS

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Highland Consulting Associates, Inc.
159 Crocker Park Blvd, Suite 350
Cleveland, Ohio 44145

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March 2023

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Millennials Investing in a New(er) Millennia

May 11, 2023
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