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June 24, 2022
Retirement Meditation #25: Should I borrow from my 401(k) Plan account?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #25: Should I borrow from my 401(k) Plan account? Read More
June 17, 2022
Retirement Meditation #24: How does disability insurance work into my retirement planning?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #24: How does disability insurance work into my retirement planning? Read More
June 10, 2022
Retirement Meditation #23: Who should I name as the beneficiary of my retirement plan account?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #23: Who should I name as the beneficiary of my retirement plan account? Read More
June 2, 2022
Retirement Meditation #22: What if there is never an opportunity to retire?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #22: What if there is never an opportunity to retire? Read More
May 31, 2022
Retirement Meditation #21: Is there a difference between investment return and investor return?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #21: Is there a difference between investment return and investor return? Read More
May 20, 2022
Retirement Meditation #20: Are Solo 401(k) Plans required to file a Form 5500?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #20: Are Solo 401(k) Plans required to file a Form 5500? Read More
May 12, 2022
Retirement Meditation #19 – Is now the time to invest retirement assets into cryptocurrency?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #19 – Is now the time to invest retirement assets into cryptocurrency? Read More
May 5, 2022
Retirement Meditation #18 - When Should I Start Saving for Retirement?
This week I digress from the previous Retirement Meditation cadence. Why? My fourth (of five children) graduated from college last week. In watching the…
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April 29, 2022
Retirement Meditation #17 – Should my plan offer managed models?
In Retirement Meditation #16, we defined managed models and we concluded with the question – “Does my plan offer managed models?” This week’s Retirement…
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April 21, 2022
Retirement Meditation #16: What are managed models?
For the past several weeks, the Retirement Meditations have been exploring the more popular options available as Qualified Default Investment Alternatives …
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April 16, 2022
Retirement Meditation #15: Does the balanced fund belong in an investment lineup?
My parents’ families were small business owners, and my parents were incredibly fiscally conservative. My dad especially, a third-generation stone masonry and…
Retirement Meditation #15: Does the balanced fund belong in an investment lineup? Read More
April 8, 2022
Retirement Meditation #14: Are target date funds the perfect solution for the employee?
Retirement Meditation #13 focused on target date funds through an employer’s lens. This week’s Meditation redirects that focus and throws the spotlight on the…
Retirement Meditation #14: Are target date funds the perfect solution for the employee? Read More