Investor Solutions didn’t just happen. It’s been carefully constructed to provide our clients with what we believe will be the best possible investor experience.
The SECURE Act recognizes that many Americans are remaining in the work force until well after age 65, and living longer. So, one of the many provisions of the act signed into law last week was the delay to age 72 for participants turning age 70 ½ after 2019. If you turned 70 ½ during 2019 or previously there is [...]
What do Aretha Franklin, Prince, Michael Jackson, Amy Winehouse, Bob Marley, Jimi Hendrix, Sonny Bono, and Kurt Cobain have in common? All these mega rich celebrities died without a will. It reminds me about a sad personal family story: My Grandmother didn’t speak to her sister for over 40 years. They both died without ever speaking to each other again. [...]
Shortly after I discovered that I could ride my bicycle no hands it occurred to me that I could stand on the seat. My mother, watching from the yard called out that I was being just a little too cute for my own good. That warning was followed up almost instantly by a memorable crash to the sidewalk. To my [...]
Target date funds have been around since the early 1990s, and they are gathering the vast majority of new money going into 401(k) funds. But, few plan participants have a clue about what they are and how they work. This is a massive failure of plan sponsors, investment advisors, and Third Party Administrators to do their dut to provide basic [...]
Many of your plan participants would greatly benefit from a Roth 401(K) provision. From the perspective of the plan sponsor, it’s a no brainer. It should be available on every plan. And you can enhance your plan benefits without one single penny of additional cost to the company. Roth 401(k) provisions are grossly underutilized, and when available in a [...]
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