Markets not only continued to defy gravity, the ascent accelerated! And the 2018 predictions are in. Drum roll please: Allan Roth: US stocks will return between -21.7% and +34.7%; international stocks between -26.4% and +42.4%. Thanks Mr. Roth. Did you really want...
A referral from a trusted adviser like one’s CPA usually helps to take some risk out of the selection decision. However, just because a CPA works with numbers and is tax savvy doesn’t mean they are fully aware of the investment landscape nor motives that may work...
I thought I would highlight a few trends for you in 401k Plan Administration as we head into 2018. A continued trend and concern for employers is employees who are stressed about their personal finances. This often leads to lower productivity; and for employees who...
I was doing a 401k education and enrollment session at one of the health care clinics I service. One of the attendees was especially attentive and she was taking very detailed notes. After finishing the presentation, she approached me for some more information: “I...
Last month we reviewed some differences and similarities between 401ks and IRAs that can create cost and confusion. Yet another difference you and your employees should know about is beneficiary designations. This applies to 401ks, IRAs, insurance policies, annuities,...
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