What should you do with your 401(k)? Don’t panic!

March 9, 2020 | posted in: Blog, Employee Education | by

The news has been unsettling, and the markets have been volatile.  But if you’re a long-term investor, what should you do with a 401(k), IRA or 529 savings plan for your kids’ college tuition?  Stay the course.  Read more about why from Paul R. La Monica here.

Why Your Retirement Savings Should Be On Lockdown

February 19, 2020 | posted in: Blog, Employee Education | by

As a young writer, the author received this piece of advice:  “Listen to me,” she said. “The one thing you don’t want to do is treat your retirement accounts like an emergency fund. Once you put the money in there, pretend it doesn’t exist until you’re ready to stop working.” Read why it changed the way the author viewed and treated her 401(k) savings plan, from Tara Mastroeni, here.

Your Retirement Super Bowl: A Strategic Saving Plan is the Key to Victory!

January 30, 2020 | posted in: Blog, Employee Education | by

Super Bowl LIV, the 54th Super Bowl, will decide the National Football League champion for this current season. Scheduled to be played on February 2, 2020, in Miami, Florida, the game between the San Francisco 49ers and the Kansas City Chiefs will feature Jennifer Lopez and Shakira performing at halftime. In the meanwhile, you’re still trying to figure out how much you should be saving for retirement.   Read More  »

Congress Enacted Major Retirement Plan Legislation – Here’s What You Need To Know About the SECURE Act

January 29, 2020 | posted in: Accountants, Blog, Plan Sponsor Corner | by

The SECURE Act is the most significant retirement plan legislation in 13 years, and many of its provsions are effective in 2020.  It affects employers who currently sponsor retirement plans, and encourages those without plans to set them up.  It also impacts plan participants, IRA holders and their beneficiaries, and expands the uses of 529 college savings plans.   Read More  »

The SECURE Act and Your Retirement

January 10, 2020 | posted in: Blog, Employee Education | by

You may have heard about the SECURE Act, but do you know about these 6 ways it might affect your retirement?  Learn more here.

Roth IRA Conversions Can Deliver Some Hidden Benefits

December 27, 2019 | posted in: Blog, Employee Education | by

Roth IRAs can be an appealing option for retirement savings; NOW may be a great time to consider making the move to a Roth.  Read more from Sarah O’Brien to learn why.