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To Roth or Not to Roth:

To Roth or Not to Roth:

To Roth or Not to Roth:A compelling feature of a 401(k) type retirement plan has always been the opportunity to contribute money from your current income on a pre-tax basis today - let it work for you over the years - and then pay taxes on the accumulated balance as you withdraw it in future. That&r...
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Going Digital

How much of your life happens online—75 percent? 90? With cell phones in our pockets and tablets next to our beds, we’re all leading electronic lives, with the expectation that when we want or need information, we’ll find it almost immediately. And retirement plan information is no different.Part...
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Answering the Why Us Question

Answering the Why Us Question

Whether retirement plans are core to your practice or part of a larger strategy to help clients, you’ll compete more effectively if you successfully communicate how you differentiate yourself from other advisors. From the perspective of many business owners, most financial advisors provide pre...
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401(k): A to Z

Although it's certainly true that not enough Americans are saving for retirement, it's also true that the many millions who are saving do so through an employer-sponsored defined contribution 401(k) plan. And as you may well know, 401(k) plans tend to generate a considerable amount of financ...
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It's Not A One-Size-Fits-All World

It's Not A One-Size-Fits-All World

 It’s Not a One-Size-Fits-All World This won’t come as a surprise, but we all have different tastes and needs. The examples are all around us. Take TV, for example. To me, it means movies. To you, it might mean sports or news. But that’s ok because we can customize our ex...
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Keeping Abreast of Plan Loan Rules

In fact, the rules governing retirement plan loans are rather complex because they are designed to protect consumers and employers from misuse of funds, tax complications and other potential pitfalls. This month’s newsletter explains 401(k) loan guidelines in easy-to-understand language, cover...
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DOL Issues New Fiduciary Rule

The Employee Retirement Income Security Act of 1974, also known as ERISA, helps protect those saving for retirement by mandating certain fiduciary responsibilities of those working in the retirement plan industry. In April 2017, the rules governing those responsibilities will change. Will you be rea...
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Managing the Inevitable

Given the "you're going to have to deal with this sooner or later" aspect of forfeitures, it makes sense to understand what they are, when they mean and how to manage them effectively and legally. It isn't news to note that there are government regulations related to forfeitures. T...
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