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Newsletters

July 2021 Newsletter

July 2021 Newsletter

Bitcoin: Coming to a 401(k) plan near you?  Our 2018 report on Bitcoin (BTC), and the conclusions therefrom, remain relevant today. In short, the prudence in adding Bitcoin to a retirement plan is questionable, at best. Please see our past Retirement Times...

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June 2021 Newsletter

June 2021 Newsletter

If You are Going to Exclude Active Funds from Your Retirement Plan Investment Lineup, Have Darn Good Reasons The tidal surge of funds flowing from actively managed funds into passive funds reached a tipping point in 2019, when Morningstar preliminary data indicated...

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July 2021 Newsletter

July 2021 Newsletter

Bitcoin: Coming to a 401(k) plan near you?  Our 2018 report on Bitcoin (BTC), and the conclusions therefrom, remain relevant today. In short, the prudence in adding Bitcoin to a retirement plan is questionable, at best. Please see our past Retirement Times...

read more
June 2021 Newsletter

June 2021 Newsletter

If You are Going to Exclude Active Funds from Your Retirement Plan Investment Lineup, Have Darn Good Reasons The tidal surge of funds flowing from actively managed funds into passive funds reached a tipping point in 2019, when Morningstar preliminary data indicated...

read more
April 2021 Newsletter

April 2021 Newsletter

401(k) Plan Tax Credit Summary Eligible employers may be able to claim a tax credit of up to $5,000, for three years, for the ordinary and necessary costs of starting a SEP, SIMPLE IRA or qualified plan (like a 401(k) plan.) A tax credit reduces the amount of taxes...

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White Papers

Articles

2020 Form 8880

Use Form 8880 to figure the amount, if any, of your retirement savings contributions credit (also known as the saver’s credit).   You may be...

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Participant’s Corner

Save Early, Aim for Your Goal

Save Early, Aim for Your Goal

Contributing to your employer’s retirement plan as soon as you’re eligible is crucial to meeting your retirement goals. The earlier you start saving, the more time compounding interest has to work on your behalf. Putting off contributions today means increased...

read more
Are You Sabotaging Your Retirement?

Are You Sabotaging Your Retirement?

Saving for retirement can be intimidating, but it doesn’t have to be. Finding reasons not to contribute to your retirement plan will hurt you in the future. Do any of these excuses sound familiar? If you think…Then Consider… “I don’t make enough money.”Tax...

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ONLINE SECURITY TIPS FROM THE DEPARTMENT OF LABOR

ONLINE SECURITY TIPS FROM THE DEPARTMENT OF LABOR

REGISTER, SET UP AND ROUTINELY MONITOR YOUR ONLINE ACCOUNTMaintaining online access to your retirement account allows you to protect and manage your investment.Regularly checking your retirement account reduces the risk of fraudulent account access.Failing to register...

read more
Save Early, Aim for Your Goal

Save Early, Aim for Your Goal

Contributing to your employer’s retirement plan as soon as you’re eligible is crucial to meeting your retirement goals. The earlier you start saving, the more time compounding interest has to work on your behalf. Putting off contributions today means increased...

read more
Are You Sabotaging Your Retirement?

Are You Sabotaging Your Retirement?

Saving for retirement can be intimidating, but it doesn’t have to be. Finding reasons not to contribute to your retirement plan will hurt you in the future. Do any of these excuses sound familiar? If you think…Then Consider… “I don’t make enough money.”Tax...

read more
ONLINE SECURITY TIPS FROM THE DEPARTMENT OF LABOR

ONLINE SECURITY TIPS FROM THE DEPARTMENT OF LABOR

REGISTER, SET UP AND ROUTINELY MONITOR YOUR ONLINE ACCOUNTMaintaining online access to your retirement account allows you to protect and manage your investment.Regularly checking your retirement account reduces the risk of fraudulent account access.Failing to register...

read more

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