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• Category: Blog
  • Retirement guide for your business
  • Tax Strategies: Invest in tax sheltered accounts
  • Cocktails & Conversations With FinDec: Talking Taxes
  • Tax Strategies: Grow more money on a tax-free basis
  • July 2022 Webinar: Biggest Lessons Learned from 30 Years in Finance
  • Investing 101 Learning Series
  • January 2022 Webinar: What Matters Most to the Markets
  • December 2021 Webinar: Financial Guidance
  • November 2021 Webinar: Retirement Redefined
  • October 2021 Webinar: Financial Planning 101
  • September 2021 Webinar: HR Post COVID
  • August 2021 Webinar: Education Costs and How to Prepare
  • July 2021 Webinar: Advantages of Having a Board of Directors
  • Pros and Cons of 401(k) Brokerage Options
  • May 2021 Webinar: Wealth Strategies Post-Pandemic
• Category: FinDec In The News
  • A 401k Rollover Reckoning
  • 7 Fiduciary Duties 401k Plan Sponsors Overlook And What They Can Do To Address Them
• Category: In The Loop
  • September In the Loop
  • August In the Loop
  • July In the Loop
  • May In the Loop
  • April In the Loop
• Category: News
  • Q2 ERISA Fiduciary Services for Workplace Benefit Plans Update
  • FinDec Announces Jaclyn Long as Director of Participant Experience
  • FinDec Announces Stella Aguilar as Retirement Plan Administrator
  • FinDec Announces Claudia Haro as Vice President, Workplace Benefit Plan Platform
  • Q1 3(38) Services for Workplace Benefit Plans Update
  • Cocktails & Conversations with FinDec
  • FinDec Updates: Banking System, FIDC insurance, SIPC insurance
  • Is There A Silver Lining To Rising Rates?
  • Affordable Care Act
  • Retirement Account Taxes: Should You Pay Now Or Later?
  • Successful Leaders Are Avid Readers
  • Insights From Five Years At The Helm
  • Beyond the Headlines
  • How Changing Your Perspective On Failure Can Help You Better Handle A Crisis
  • Why Leaders Shouldn’t Change Course When The Seas Get Rough
  • Flourishing Post-Pandemic
  • Retirement Readiness
  • The Psychology Of Finance
  • June In the Loop
  • Market Volatility & Bonds
  • FinDec Named to the NAPA Top Retirement Plan Advisor Listfor 2021
  • What Matters Most to the Markets: Social Security, Federal Reserve Board
  • What Matters Most to the Markets: Congress and Securities & Exchange Commission
  • Michael E. Lee – Providing Comprehensive Financial Planning & Wealth Management
  • March 2022 Webinar: Talking Taxes
  • Why Military Vets Can Make Outstanding Business Leaders
  • 4 Steps You Can Take to Get Your Retirement Savings Plan on the Right Track
  • Introverts Vs. Extroverts: Where Are Effective Leaders on the Spectrum?
  • 2021 Third Quarter Newsletter
  • Michael E. Lee accepted into Forbes Business Council
  • Need Cash? Your Brokerage Account May Offer a Handy Solution
  • 2021 Second Quarter Newsletter
  • How To Keep Your Financial Planning on Track in 2021
  • NAPA Names it’s Top DC Advisor Teams of 2020
  • FinDec announces new ownership led by current CEO, top executives
• Category: Newsletters
  • 2021 First Quarter Newsletter
  • 2020 Fourth Quarter Newsletter
• Category: Webinars
  • If I Had A Crystal Ball: Thoughts on the Stock Market
  • September 2022 Webinar: The Importance of Life Insurance
  • Remote Work & the New Landscape with Bizhaven: HR Consultants
  • April 2021 Webinar, Health Insurance 101
  • March 2021 Webinar, Employee Whole Life Insurance