
Using Forfeitures to Fund Retirement Plan Contributions During a Financial Crisis
This is the final article of a three-part series that provides guidance for plan sponsors who are faced with cash flow pressures at their business. (You can find the first article here and the second one here). The goal of the series is to offer alternative solutions...
Using Forfeitures to Fund Retirement Plan Contributions During a Financial Crisis
This is the final article of a three-part series that provides guidance for plan sponsors who are faced with cash flow pressures at their business. (You can find the first article here and the second one here). The goal of the series is to offer alternative solutions...
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When will double digit interest rates return? Part 2
Investment Insights MIKE JONES Read Part 1 Last month I quoted the following from Ed Easterling at Crestmont Research: So, from 2016, what length of time is needed to assure that you will receive the historical long-term average return of 10.1%? NEVER - investors from...
Retirement Times: June 2016
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Money Matters (June 2016) By Chuck Dudley Recently, our Senior Pastor Emeritus at First United Methodist Church of Hot Springs, David Wilson, filled in for our vacationing pastor. His sermon was about love and overcoming hardships, and in the text of the sermon he...
Retirement Times: May 2016
Oversimplification in Target Date Funds Endangers Participants’ Retirement Savings How are custom solutions evolving to mitigate risk? Part II Last month we featured Part I of Oversimplification in Target Date Funds Endangers Participants’ Retirement Savings - How are...
Lessons from Celebrities
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Money Matters (April 2016) By Chuck Dudley A Tribute to My Mentor None of us will ever accomplish much in this world without help. That help may come in the form of advice, experience, money, recognition or some other type of assistance. For many, it is a person that...
Retirement Times: April 2016
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Retirement Times: March 2016
2016 Tax Saver’s Credit Participants may be eligible for a valuable incentive, which could reduce their federal income tax liability, for contributing to your company’s 401(k) or 403(b) plan. If they qualify, they may receive a Tax Saver’s Credit of up to $2,000...
Retirement Times, February 2016
Table of Contents A Turbulent Start to 2016 Importance of Prudent Process to Monitor Investment Options Investment Policy Statement Review: Beyond the Obvious What Constitutes Proper Documentation of Retirement Plan Committee Meetings? A Turbulent Start to 2016...