Critical questions for plan sponsors: Do you have written record of the plan minutes and documents?

Written records of retirement plan minutes and documents are essential because if something is not in the file, then technically it didn’t happen. So, if the IRS or the Department of Labor comes knocking at a business and asks about the plan, or why the retirement plan committee has made certain decisions, plan minutes are one of the items they want to see. These[...] Continue reading

Going for gold with your investment strategy

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How to Protect Yourself Against Malware Attacks

Malware, or malicious software, is a computer program that sophisticated cyber criminals install on your computer or device to gain access to your personal information and online activities. These cyber attackers make a profit by selling your device’s stolen information, sending spam emails and even preventing a user from accessing their own files until a ransom is[...] Continue reading

What to Know About CEO Fraud

CEO fraud or Business Email Compromise (BEC) is the latest attack on the corporate industry from cyber criminals. During these scams, a cyber criminal disguised as a CEO or senior executive of their company will send an email to staff members to convince them to wire money into their accounts, or divulge their coworkers’ personal information to commit tax fraud. These[...] Continue reading

Fort Pitt is recognized on FA’s RIA Ranking

We are proud to announce that we have been included in Financial Advisor’s 2016 RIA Ranking, which features the top registered investment advisors across the nation. Recognized in the $1 billion and over asset category, Fort Pitt is ranked as 113 out of 610 national firms. The annual list weighs factors such as 2015 total assets, year-end assets, percentage growth in[...] Continue reading