401(k) Plans Are Stronger Than Ever
It’s common to see “doom and gloom” headlines regarding the retirement accounts of American workers. While the average American has some work to do in order to get their 401(k) to an optimal point, it’s important to note the great strides that have been made...
How Do Recent Changes to Hardship Distributions Impact My Retirement Plan?
If your defined contribution retirement plan (e.g., 401k, 403b) offers the option for participants to withdraw funds through a hardship distribution provision, you should be aware of recent changes proposed by the IRS.
What Criteria Should I Consider When Selecting a Retirement Plan Advisor?
Whether your retirement plan has never had an advisor before, or if you currently have an advisor but are looking to “shop around,” it is important to have a documented due diligence process that demonstrates how your plan advisor was selected. As a fiduciary, a...
Top 10 Tips for Handling Market Volatility in 2019
It’s no surprise that some investors were rattled by the way the stock market closed out the final quarter of 2018. How did you handle increased market volatility? If you are unsure of what you should do heading into 2019, then check out our “Top 10 Tips For Handling...