Retirement Plans: Episode 3 (A 4 Part Educational Series for Companies)

This is a 4 part educational series covering Retirement Plans in companies and suggested items to consider when building or enhancing a sponsored plan.  In the Episode I, we covered reasons that you are using or running a retirement plan. Read that article here. In Episode II, we go over …

Retirement Plans: Episode 2 (A 4 Part Educational Series for Companies)

Episode II: Risks, Reasons and Relief What are the potential risks if you don’t have a proper retirement plan design?  Well, proper plan design is everything.  It dictates who can participate and when.  It identifies what everyone is entitled to and what everyone who is eligible needs to do.  It …

Retirement Plans: Episode I of A 4 Part Educational Series for Companies

Episode I: Why do you have a Retirement Plan? There is a lot of talk these days about Retirement Plans, 401k plans, defined benefit plans, cash balance plans and how and why to use them!  What are the fees, why you are paying fees, what the Department of Labor is …

The Top 2 Questions I Get Asked About Planning For College & Retirement

Question #1 With growing families, the most frequently asked question is, “Should I save more now for college or retirement?” This answer is complicated and heavily relies on your family’s situation, but here is how I answer in most cases. The way to determine how much to save for college …