Last week, we partnered with the DOL to provide business owners with an in-depth look at their fiduciary responsibilities. This brief article from BostonERISAlaw.com further underscores the importance of understanding your responsibilities. I joked in a tweet the other day that I could be busy for the rest of my professional career if I could just
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Here’s a thought-provoking article from Retirement Town Hall about Americans’ views on retirement and defined benefit plans. A recently published article by the National Institute of Retirement Security found that a whopping 85% of Americans surveyed are concerned about their retirement prospects. Also, 83% of Americans surveyed report favorable views of pensions (also known as
Here’s an interesting article I’d like to share from PLANADVISOR. As retirement draws nearer, baby boomers are asking vastly different questions than their younger generation cohorts. There are many issues that are not “one size fits all,” and can differ by generation, says Rich Rausser, senior vice president of Client Services at Pentegra Retirement Services.
I recently read a great article at InvestmentU by Jason Jenkins. At the end of this year, the “Bush-era tax cuts” – as they have been labeled for the last decade – are set to expire. Now Republicans want them to stay in place across the board. The President and Democrats are okay with that for
I recently read a great article at Money.UsNews by Roger Wohlner | Please see below. It’s 2013. The world did not end in December and our “leaders” in Washington seem to have averted the fiscal cliff, at least for now. Against this backdrop there are a number of financial planning opportunities for this new year. Some opportunities
Here is a great article found at Money by EMILY BRANDON| U.S.News & World Report LP. Please see below. – Kris Make sure you meet these retirement account deadlines To maximize the value of your 401(k) and IRA accounts, you often need to meet specific tax deadlines. Here’s a look at what you need to do before
I recently read a great article at Yahoo Finance by David Ning | U.S.News & World Report LP. Please see below. To some people, working even one more minute after retirement sounds awful. But there are tremendous benefits to staying in the workforce, even if you don’t care about the extra income. Consider these improvements to your retired life
I recently read a great article at 410khelpcenter.com by Liz Davidson. Please see below. Negative behaviors such as using the 401k plan as an emergency fund instead of a long-term retirement savings account and taking excessive loans and hardship withdrawals is a symptom of a bigger problem among the employee population. The same is true
I recently read a great article at PlanAdviser.com. Please see below. The report, The Economics of Providing 401(k) Plans: Services, Fees and Expenses, 2010, shows at year-end 2010, $1.8 trillion, or more than half, of the $3.1 trillion in 401(k) assets was invested in mutual funds, primarily in stock funds. The asset-weighted average expense ratio
I recently read a great article at 401khelpcenter.com. Please see below. In a recent survey of nearly 3,300 working Americans to help determine current levels of retirement preparedness, Putnam Investments identified three key variables that drive successful outcomes. The most powerful factor, regardless of income level, is a pattern of disciplined, long-term savings and investing.