The early bird really could get the worm! In the chart below you will find no secret tips or tricks to investing that cite prior market events: just plain old math. Download a copy of this Participant Corner by clicking here, … Read More

You may be eligible for a valuable incentive, which could reduce your federal income tax liability, for contributing to your company’s 401(k) or 403(b) plan. If you qualify, you may receive a Tax Saver’s Credit of up to $1,000 ($2,000 for … Read More

Do you spend more time planning your annual vacation than you do thinking about your personal finances? If so, you’re not alone. A lot of people put off financial planning or avoid it altogether. Download a copy of this Participant … Read More

Do you know what will happen to your retirement savings if you were to pass away? Here are some things you should know about naming beneficiaries that could save your loved ones’ time, money and frustration. Download a copy of … Read More

Investing your money into retirement savings early is important to setting yourself on the path to your ideal retirement. Whether you plan to travel on vacation with your family or relax on a golf course, having a structured plan until … Read More

Having a retirement plan is important for being able to live comfortably later in life. Below, we have tips for how to prepare for retirement. Much has been made of the current state of the American worker as it pertains … Read More

Summer can serve as a preview of your retirement — long days in the sun and spending time with your loved ones! So, what better time to do a routine check-up on your retirement plan! Protect your loved ones and … Read More

For many years the investment advisory community has proposed that if retirees withdrew their retirement assets at the rate of 4% annually there is a high probability that assets would last to normal life expectancy.The 4% “rule” is not a … Read More

Do you spend more time planning your annual vacation than you do thinking about your personal finances? If so, you’re not alone. A lot of people put off financial planning or avoid it altogether. Personal financial planning is an ongoing, … Read More

l. Introduction Plan sponsors and other fiduciaries responsible for 401(k) plan investment menu construction, including their advisors, are demonstrating growing interest in adopting collective investment trusts (CITs) as plan investment options. There are several powerful market forces driving this trend. … Read More