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. 

March 27 2019

What You Might Have Missed - March 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...

March 20 2019

Considerations Before Excluding Bonuses in 401(k)

During the implementation a 401(k) plan, a retirement plan consultant sits with the plan sponsor and explains the various plan design options. There is a lot of flexibility offered, but some provisions carry a level of risk that is greater than other...

March 13 2019

Six Easy Ways to Save AND Have a Life

As spring is on its way, after a long and cold winter, I’m excited about all the outdoor activities my family and I can start doing again. Whether it’s a day trip to historic Colonial sites, an excitement filled afternoon at an amusement park or chec...

March 01 2019

Investor Insights - March 2019

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

February 27 2019

What You Might Have Missed - February 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...

February 20 2019

Convertible Arbitrage - What Is It and Why Should You Care?

When the stock market is late into a bull-cycle and bond yields aren’t providing enough income, investors are often left wondering where to turn. There are a number of solutions that ACG likes to include in its clients’ portfolios, and one of those s...