by Kelly Carlson | Jun 9, 2021 | newsletter
You can reduce the risk of fraud and loss to your retirement account by following these basic rules: REGISTER, SET UP AND ROUTINELY MONITOR YOUR ONLINE ACCOUNT Maintaining online access to your retirement account allows you to protect and manage your...
by Kelly Carlson | Jun 9, 2021 | newsletter
Retirement income products, or in-plan annuity options, have been available for over a decade but their utilization has been stagnant due to concerns about price, portability, and convertibility. With the recent market volatility in 2020 and recent passing of the...
by Kelly Carlson | Jun 9, 2021 | newsletter
A newly proposed Senate bill by Senate Finance Chairman Ron Wyden, would enable participants to continue saving for retirement while repaying their student debt even in the event that they can’t afford to make their own contributions to a 401(k) plan. This...
by Kelly Carlson | Jun 9, 2021 | newsletter
The tidal surge of funds flowing from actively managed funds into passive funds reached a tipping point in 2019, when Morningstar preliminary data indicated that passive U.S. equity assets would surpass active equity assets for the first time. This inflection point...
by kcarlson | May 4, 2021 | newsletter
Health savings accounts (HSAs) have grown tremendously in popularity over the past few years. You’ve probably heard of them or maybe your employer offers one. This memo will uncover answers to common questions you may have about HSAs. What’s an HSA? A type of savings...
by kcarlson | May 4, 2021 | newsletter
Employees fail to enroll in their retirement plan for a variety of reasons. They may be intimidated if it’s their first time around or they might not fully understand and appreciate the benefits (or the downside of not participating). Some could be concerned about...
