August 2019

Over the past few decades the rise in Defined Contribution plans has shifted the burden for retirement planning and saving away from employers to fall squarely on the employees’ shoulders.  It’s a responsibility that can be intimidating for those who …

The benefits of 401(k) plans for participants include favorable tax treatment, portability, diverse fund selection, and shared administrative expense. Most employees have heard of the term 401(k) and generally know if their company has a plan in place, but several …