Retirement Times – May 2020
Should your Company Implement a Student Loan Assistance Program? The simple answer is yes! By doing so, you’ll attract, retain and engage top college-educated talent at your company.
FOUR BASIC STEPS FOR A SUCCESSFUL RETIREMENT
We know that most plan participants are not financial experts, and that can make planning for retirement difficult. Fortunately, there are some basic steps that you can follow to work toward a successful retirement.
Do you know how much risk is in your portfolio?
What’s Your Risk Number?We use Riskalyze to make sure that your portfolio represents your comfort level, not ours. The Risk Number helps us ensure that your portfolio aligns with YOUR investment goals and expectations. What’s your probability of retiring comfortably? Let’s find out.
Retirement Times – April 2020
Closing the Retirement Gender Gap: How Retirement Plan Advisors Can Help Despite the fact that women tend to live longer, female workers typically have lower retirement account balances than their male counterparts. Many factors may contribute to this disparity, including lower earnings, greater part-time work and time off for child and eldercare, lower levels of…
Retirement Times – February 2020
Too Many Choices: How Many Investment Options Should You Offer? Many plan providers struggle with deciding how many investment options to offer in their retirement plans. While people generally like to have lots of options when making other decisions, having too many plan options can potentially lead to poor investment decisions by plan participants. In…
Take Advantage of Your Company’s Matching Program
Over 40 percent of employers now offer at least a small retirement plan match to employees, who can help manage their financial wellness by taking advantage of this offer. Even if your employer only matches a small percentage, you’re losing money by not participating. But before you sign up for your company’s retirement plan, it’s…
Retirement Times – January 2020
Financial Wellness and Productivity: How are your Employees Affected? Employees worried about their personal finances are less productive, more distracted and are easier targets for poachers. While none of that is a revelation, a recent nationwide survey showed just how pervasive financial insecurity is in the workforce and how large the losses and potential risks…
The Importance of Keeping Beneficiary Information Updated
Planning for the departure of a loved one is a difficult thing to think about, but no matter how delicate, it is something any pragmatic planner must consider. What happens to your retirement account when you, your spouse or partner pass? When choosing your retirement plan it’s likely that you were asked to designate a…
Three Tax Tips that Can Help as You Approach or Begin Retirement
Retirement is a whole new phase of life. You’ll experience many new things, and you’ll leave others behind – but what you won’t avoid is taxes. If you’ve followed the advice of retirement plan consultants, you’re probably saving in tax-advantaged retirement accounts. These types of accounts defer taxes until withdrawal, and you’ll probably withdraw funds…