Topics
Topic:
Retirement Planning
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Understanding Fees on Qualified Retirement Plans
When it comes to paying fees to the professionals who help administer a company’s qualified plan, there are different options available to the plan trustees. Each method impacts the plan and its participants, and it is important for plan sponsors to understand their options so that they can make an informed decision. Professionals who are…
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What is a 401k Investment Fiduciary?
There are many different types of fiduciaries in the business world, and all of them are accountable to their clients in different ways. When it comes to qualified plans, such as a 401k, there are several professionals who are serving the plan in a fiduciary status. Several examples of those fiduciaries are record keeper, third…
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Retirement Plan Solutions & Opportunities: Company Stocks
For many people, 2020 has meant leaving a job. Perhaps that job has disappeared or perhaps you are taking early retirement. This may mean you are receiving distributions from your employer retirement plan. For many people, a rollover to an IRA will be a smart decision. However, don’t assume that it is always the way…
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Dangerous Measures: The Fine Art of Calculating Returns
The person responsible for translating the math chapter of my book, Wealth Management, into Japanese told me, “You give me much headache.” Welcome to the math chapter. Okay, class, today we’re going to be discussing one of the most common activities for financial planners, namely, the calculation of investment returns. Accounting in some measurable way…
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When clients want to ride out the rest of the year in cash
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Evensky & Katz / Foldes
“For folks that need cash, we’re proactive about having that set aside,” said Brian Fischer, senior financial adviser at Evensky & Katz Foldes Financial. “But what is in the market is money that will be needed over the long term of the next 15, 20 or 30 years.
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