Category: Retirement Plans

Fixed Income A Sinking Ship or Much Ado About Nothing
Fixed Income: A Sinking Ship or Much Ado About Nothing

Time is a powerful modifier of perception and purpose. No need to look any further…

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Should You Rock Alternative in Your Lineup
Should You Rock Alternative in Your Lineup?

The term “alternative investments” may conjure images of classic automobiles, fine wine, rare art and…

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Are You Ready to Retire
Are You Ready to Retire?

Here are some questions to ask yourself when deciding whether or not you are ready…

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What's the Difference Between a Direct and Indirect Rollover
What’s the Difference Between a Direct and Indirect Rollover?

If you're eligible to receive a taxable distribution from an employer-sponsored retirement plan [like a…

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No Beneficiary Designation Who Gets The Money
No Beneficiary Designation. Who Gets The Money?

Retirement plans and IRAs account for about 60 percent of the assets of U.S. households…

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Net Investment Cost Why it Matters for Plan Fiduciaries
Net Investment Cost: Why it Matters for Plan Fiduciaries

Under the Employee Retirement Income Security Act of 1974 (ERISA), all expenses paid by a…

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Playing Catch Up with Your 401k or IRA
Playing Catch-Up with Your 401(k) or IRA

A recent survey of baby boomers (ages 53 to 69) found that just 24% were…

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4 Ways Your Portfolio Can Become Too Diversified
4 Ways Your Portfolio Can Become Too Diversified

There is a saying that diversification is “the only free lunch in investing.” Since its…

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Exploring Non Qualified Deferred Compensation Plans
Exploring Non-Qualified Deferred Compensation Plans

Recruiting, retaining and rewarding key employees are not just goals of the largest companies in…

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Negotiating Retirement Plan Fees with Your Provider
Negotiating Retirement Plan Fees with Your Provider

We often hear from plan sponsors that one of the most harrowing aspects of their…

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