August 08 2018

What You Need to Know About the 2- and 10-year Spread

If you are a regular consumer of financial media, or if you get your pulse on the market from our monthly Investor Insights newsletter, you have probably seen mention of an indicator called the 2- and 10-year spread. The spread has been a recurring t...

August 01 2018

Investor Insights - August 2018

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

July 18 2018

Vesting Rules Determine How Much of Your Retirement Account You Own

In qualified retirement plans, vesting refers to what portion of your benefit you get to take with you when you receive a payout from the plan. It’s how much of your account you “own.” If you are 100 percent vested, it means you are entitled to recei...

July 11 2018

Three Easy Steps to Reducing Your Financial Anxiety in Retirement

You are retired. Congratulations!  It has been a long time coming, and you are now enjoying your new freedom, flexibility and options as to how you spend your days. You may be spending time with your grandchildren, traveling, pursuing a new passion o...

July 02 2018

Investor Insights - July 2018

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

June 27 2018

What You Might Have Missed This Month - June 2018

  Did you go on vacation during the month and miss our blog posts? Have you been swamped at the office and opened this month's Investor Insights but never got a chance to read it through?  For your convenience, I've compiled links to all our publishe...

June 20 2018

Deductible Limits for Defined Benefit and Combo Plans

This is the second in a two-part series about deductible contribution limits to qualified retirement plans.  The first part last week covered the limits to defined contribution plans.  The tax-deductibility of qualified retirement plan contributions ...

June 13 2018

Deductible Employer Contribution Limits in 401(k)s and Other Defined Contribution Plans

This is the first in a two-part series about deductible contribution limits to qualified retirement plans.  The second part next week will cover arrangements that include defined benefit plans.  Contributions made by a business to a qualified retirem...

June 06 2018

Shouldn't the Discussion About Fiduciary Obligation Include the Quality of Services and Performance ... and Not Solely Be About Fees

As both a career professional in the retirement plan field and a citizen observer reading media coverage about 401(k) plan sponsors having to defend themselves from an onslaught of “excessive fee” litigation in recent years, it seems clearly evident ...

June 01 2018

Investor Insights - June 2018

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