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Newsletters

January 2021 Newsletter

January 2021 Newsletter

3(38) Advisory Services- Should Fiduciaries Outsource Retirement Plan Investment Responsibility? Department of Labor (DOL) enforcement recoveries are on the rise. A recent DOL report indicates that DOL recoveries have doubled since 2018 and tripled since 2016...

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December 2020 Newsletter

December 2020 Newsletter

Post-Election Investment Commentary  Stock markets abhor uncertainty. Currently, investment prognosticators are interpreting the election results to create a relatively “stagnant” legislative environment. This opinion is based primarily on the Senate remaining in...

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November 2020 Newsletter

November 2020 Newsletter

Election Year Investment Volatility Election years, with their uncertainty and increased emotions, cause anxiety for investors. Certainly, there may be short-term market volatility around elections, but history suggests that over the long-term the economy and markets...

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January 2021 Newsletter

January 2021 Newsletter

3(38) Advisory Services- Should Fiduciaries Outsource Retirement Plan Investment Responsibility? Department of Labor (DOL) enforcement recoveries are on the rise. A recent DOL report indicates that DOL recoveries have doubled since 2018 and tripled since 2016...

read more
December 2020 Newsletter

December 2020 Newsletter

Post-Election Investment Commentary  Stock markets abhor uncertainty. Currently, investment prognosticators are interpreting the election results to create a relatively “stagnant” legislative environment. This opinion is based primarily on the Senate remaining in...

read more
November 2020 Newsletter

November 2020 Newsletter

Election Year Investment Volatility Election years, with their uncertainty and increased emotions, cause anxiety for investors. Certainly, there may be short-term market volatility around elections, but history suggests that over the long-term the economy and markets...

read more
October 2020 Newsletter

October 2020 Newsletter

To Roth or not to Roth? Many Defined Contribution retirement plan participants are uncertain as to benefits of allocating their contributions to traditional vs Roth options. This is for good reason. There are two key major determiners as to the benefit of contribution...

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White Papers

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 able to...

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Articles

2021 Retirement Plan Limits

Taxpayers can deduct contributions to a traditional IRA if they meet certain conditions. If during the year either the taxpayer or his or her spouse was covered by a retirement plan at work, the deduction may be reduced, or phased out, until it is eliminated, depending on filing status and income. (If neither the taxpayer nor his or her spouse is covered by a retirement plan at work, the phase-outs of the deduction do not apply.)

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Participant’s Corner

Retirement Plan Facts

Retirement Plan Facts

This month’s employee memo encourages employees to learn about their retirement plan to determine whether any changes need to be made. Your employer provides you with a retirement plan for you to save money in, tax-deferred, for the day you bid your career farewell...

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The 10% Savings Goal

The 10% Savings Goal

This month’s employee memo encourages employees to conduct a regular examination of their retirement plan to determine whether any changes need to be made. Most people need to save more — often a lot more — to build a nest egg that can meet their needs. Many financial...

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Retirement Plan Basics

Retirement Plan Basics

This month’s employee memo encourages employees to conduct a regular examination of their retirement plan to determine whether any changes need to be made. Please see an excerpt below. Ten Things to Know about Your Employer’s Retirement Plan 1.What it is? Your...

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Retirement Plan Facts

Retirement Plan Facts

This month’s employee memo encourages employees to learn about their retirement plan to determine whether any changes need to be made. Your employer provides you with a retirement plan for you to save money in, tax-deferred, for the day you bid your career farewell...

read more
The 10% Savings Goal

The 10% Savings Goal

This month’s employee memo encourages employees to conduct a regular examination of their retirement plan to determine whether any changes need to be made. Most people need to save more — often a lot more — to build a nest egg that can meet their needs. Many financial...

read more
Retirement Plan Basics

Retirement Plan Basics

This month’s employee memo encourages employees to conduct a regular examination of their retirement plan to determine whether any changes need to be made. Please see an excerpt below. Ten Things to Know about Your Employer’s Retirement Plan 1.What it is? Your...

read more
Budgeting for Retirement

Budgeting for Retirement

This month’s employee memo encourages employees to conduct a regular examination of their retirement plan to determine whether any changes need to be made. There are all kinds of “rule of thumb” numbers floating around for how much income you’ll need in retirement,...

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