Insights

Search & Filter

September 30, 2022
Retirement Meditation #35: Is cybersecurity important for my retirement plan?
Imagine checking your 401(k) plan account expecting to see a balance of several hundreds of thousands of dollars only to find out that your balance stands at …
Retirement Meditation #35: Is cybersecurity important for my retirement plan? Read More
September 15, 2022
Retirement Meditation #34: Why do I get some of my 401(k) plan contributions returned to me every year?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #34: Why do I get some of my 401(k) plan contributions returned to me every year? Read More
August 31, 2022
Retirement Meditation #33: Am I on track to retire successfully?
A father and his young daughter were looking at a stone grave marker. The father asked his daughter what she thought was the most important marking on the…
Retirement Meditation #33: Am I on track to retire successfully? Read More
August 23, 2022
Retirement Meditation #32: What should I do if some of our retirement plan’s investment options have negative returns?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #32: What should I do if some of our retirement plan’s investment options have negative returns? Read More
August 9, 2022
Retirement Meditation #31: Should retirement plan sponsors adjust their investment mix because of the economy?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #31: Should retirement plan sponsors adjust their investment mix because of the economy? Read More
August 1, 2022
Retirement Meditation #30: How do the service providers to my retirement plan get paid? (part II)
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #30: How do the service providers to my retirement plan get paid? (part II) Read More
July 27, 2022
Retirement Meditation #29: How do the service providers to my retirement plan get paid?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #29: How do the service providers to my retirement plan get paid? Read More
July 18, 2022
Retirement Meditation #28: Who are the service providers to my retirement plan (and what do they do)?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #28: Who are the service providers to my retirement plan (and what do they do)? Read More
July 7, 2022
Retirement Meditation #27: Are retirement plan distributions for hardship a good idea?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #27: Are retirement plan distributions for hardship a good idea? Read More
June 30, 2022
Retirement Meditation #26: Should I take an in-service withdrawal from my retirement plan?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #26: Should I take an in-service withdrawal from my retirement plan? Read More
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