June 12 2019

401(k) Word Search

Hello summer. I have teenage girls so summer arrives with an energy in my house that is filled with sleepovers, karaoke, ice cream and late night laughter. Summer is a season where people slow down a bit to catch their breath. In a world so busy with...

June 03 2019

Investor Insights - June 2019

See our recap of May's key statistics and market commentary below.  Noteworthy Numbers The S&P 500 suffered its first monthly loss of 2019. The index fell 6.35% during the month, but it is still positive by 10.74% year-to-date.    The yield on the 10...

May 29 2019

What You Might Have Missed - May 2019

Have you been busy this month and missed reading one of our blog posts? Or perhaps you're wondering what ACG has been doing out in the community.   Don't worry, help is here. For your convenience, I've compiled links to our recently published posts d...

May 22 2019

Balanced Nutrition for Your Retirement Fund Portfolio

In my role as a 401(k) Relationship Manager, people often ask me about how to understand their mutual fund options. When it comes to investing, I encourage retirement plan participants to consider all the funds like options at a lavish Las Vegas buff...

May 15 2019

Does Equity Index Put Writing Belong In Your Asset Allocation?

What kind of investments should investors be looking at when they want stock market exposure but are concerned about stock market volatility? One option worth consideration is put writing, in which you as the investor sell puts on an index like the S...

May 08 2019

What to Know about Your 401(k) Plan

We all know the saying Knowledge is Power. This quote hits the mark when it comes to retirement plans – for both the participant and plan sponsor. Being equally important, I will discuss what you should know about your plan from both perspectives. Pl...

May 01 2019

Investor Insights - May 2019

See our recap of April's key statistics and market commentary below. 

April 17 2019

IRS Reverses Position on Retiree Lump Sum Windows

In a somewhat surprising reversal of guidance issued four years ago, the IRS announced recently that it is okay to offer retirees and beneficiaries who are currently receiving annuity payments under a defined benefit plan a temporary option to elect ...

April 10 2019

Traditional 401(k) Versus Roth 401(k)

Posted by Mona Jain in 401(k), Retirement with No Comments

As most of us have either recently filed our 2018 federal income taxes, or are in the frantic last-minute scramble to do so, now is a good time to consider your retirement investment options. Recently, a growing number of employers offer a Roth 401(k...

April 01 2019

Investor Insights - April 2019

See our recap of March's key statistics and market commentary below.