Plan sponsors may offer hardship withdrawal provisions as part of their 401(k) plan. This design feature is optional. These provisions allow an employee to withdraw money from their account for reasons set forth by the IRS as immediate and heavy financial needs. April 2013
1st Quarter Newsletter 3/31/2013
The Fiscal Cliff (remember that story?), Sequestration, the Cyprus Bail In, Kim Jong Un Missile Madness, Iranian Nukes, Beppe Grillo, QE 4-Ever. Tomorrow and next week will bring more new names and games to the headlines and Twitter accounts across the globe. Mr. Market either hasn’t noticed or likes what he sees. Newsletter 3-31-2013
March Retirement Report
February Retirement Report
January Retirement Report
5 Dangers Set to Trip A 100-Year Bear Market
Good or Lousy 401k
Though it gets a lot of bad press, the 401(k) plan can be an outstanding vehicle to accumulate a retirement nest egg. Studies have shown that the single biggest factor in retirement savings success is the amount of salary that savers defer. Good or Lousy?