Archive for
May, 2014

Plan Sponsor Quiz: Plan Loans to Participants

Wednesday, May 28th, 2014

By Colin Clark, Retirement Plan Specialist According to the Plan Sponsor Council of America’s 55th Annual Survey of Profit Sharing and 401(k) Plans, 89% of 401(k) plans permit participants to request a loan. On average, about 25% of participants had loans outstanding at the end of 2011, with an...

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When Should I Stop Funding a 529 Education Plan?

Wednesday, May 21st, 2014

By Mark Jensen, Associate I was speaking with a client the other day and they asked me when they should stop funding the 529 education plans for their children.  This is one of the biggest dilemmas people face when attempting to fund college education goals for their children, as we’ve...

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How Much is Enough?

Wednesday, May 14th, 2014

With the title of this post, I could go in many different directions.  I could get on my soapbox or talk about your retirement number.  However, I think I’ll just skip all of that – let’s have a little fun today, shall we? Some of the most memorable movie quotes...

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How Much Money Should I Keep in Emergency Reserves?

Wednesday, May 7th, 2014

By Jay Sanford, Director of Investment Strategy One of the reasons I love this profession is the ability to use both “art” and “science” when dealing with clients.  “How much money should I keep in emergency reserves?” is a question we hear from almost all of our clients.  It...

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