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Articles in Retirement Plans

Your personal retirement plans will have to be your primary method of funding your retirement and you should consider all the tools at your disposal to plan for and achieve your retirement goals.
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What are the Phases of Retirement?

by Larry R Frank Sr Level 20
  What are the Phases of Retirement? I functionally label retirement into 3 Phases for couples: Phase I: Both of you are here. Phase II: One of you are here. Phase III: Neither of you are here. Each phase ...(more)
Comment   |  Jul 26, 2017 from Roseville, CA
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Hands

by Randy Brunson Level 18
You have probably heard by now that the new DoL fiduciary rule, slated to go into effect on Monday April 10th, has had implementation pushed back to June 9th.  The short version of this rule is that it requires any ...(more)
Comment   |  May 03, 2017 from Suwanee, GA
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How to Sabotage Your Retirement by Using Multiple Advisors

by Peter Carl Hafner Level 12
I found myself thinking about eggs this morning.  Maybe it's because Easter just passed. Or maybe I was just hungry. Or it could have been because of a recent conversation about not putting all your eggs in one ...(more)
Comment   |  Apr 27, 2017 from Buffalo, NY
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How safe is your IRA? Not from the markets, but from the State!

by Larry R Frank Sr Level 20
  I discussed how inheritances can go amuck and the heirs don’t get the inheritance – the State does. This can happen while you’re still alive too! Did you know that the State can claim your IRA (or any account for ...(more)
Comment   |  Apr 19, 2017 from Roseville, CA
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Hallmark

by Randy Brunson Level 18
  On April 6, 2016, the Department of Labor (DoL) issued its fiduciary rule, which we consider a major step forward for the world of professional financial advice.  The rule states that brokers can no longer earn ...(more)
Comment   |  Apr 11, 2017 from Suwanee, GA
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Trump Seeks to Halt the DOL’s Fiduciary Rule: Why a Fiduciary Advisor is So Important for You

by Chris Schiffer Level 14
Many people are under the mistaken belief that their Financial Advisor is a Fiduciary; however, that might not be the case. The DOL Fiduciary Rule was passed last year with an effective date of April 2017. The rule ...(more)
Comment   |  Mar 11, 2017 from BASKING RIDGE, NJ
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What is the difference between a Recordkeeper and a Third Party Administrator (TPA)?

by Justin Ladden Level 11
There are many parties involved with the management of a company’s retirement plan.  Although we hear certain terms being used, many times we do not understand exactly who does what.  A common question I get is “what ...(more)
Comment   |  Mar 08, 2017 from Birmingham, AL
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Managing Your Medical Practice's 401k

by Rene Louis Bruer Level 6
This article was published in the Florida Medical Association's January 2017 Newsletter. Medical practices should be keenly aware of what their responsibilities and requirements are when they sponsor a 401k.  Visit ...(more)
Comment   |  Mar 15, 2017
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$377,412 For Medicare! Really?

by Nathan Garcia, CFP® Level 15
The average 65 year old couple will need about $377,412 over their lifetime for healthcare in retirement. That amount includes deductibles for Medicare Part B & D as well as co-pays and co-insurance. If you think ...(more)
Comment   |  Dec 12, 2016
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Taking advantage of employer-sponsored retirement plans

by Jose Manuel Soto Level 17
Employer-sponsored qualified retirement plans such as 401(k)s are some of the most powerful retirement savings tools available. If your employer offers such a plan and you're not participating in it, you should be. Once ...(more)
Comment   |  Dec 05, 2016
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401(k) Double Dipping: 3 Ways Your 401(k) Plan is Double Dipping on Fees

by Corey Anthony Purkat Level 6
Just like it's not cool to double dip your chip at the company pot luck, it's also not very cool when you find out you're paying a lot more in fees for your 401(k) than you were originally lead to believe.   So, is ...(more)
Comment   |  Nov 17, 2016 from St Paul, MN
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Trusted Principal Advisor

by Timothy Lay Level 10
ProActive Advisor Magazine Interviews - Timothy Lay, CFEi, AIF (more)
Comment   |  Oct 13, 2016 from Sisters, OR
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Educating qualified retirement plan participants

by Timothy Lay Level 10
Educating qualified retirement plan participants (more)
Comment   |  Oct 13, 2016 from Sisters, OR
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The Big "F" Word

by Chace Taylor Cannon Level 10
There has been a lot of commentary on the latest Fiduciary Rule from the Department of Labor (DOL) which was passed in April 2016 and goes into effect April 2017.  It has seemed to send shock waves of fear throughout ...(more)
Comment   |  Aug 30, 2016 from Salt Lake City, UT
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The Big "F" Word

by Chace Taylor Cannon Level 10
There has been a lot of commentary on the latest Fiduciary Rule from the Department of Labor (DOL) which was passed in April 2016 and goes into effect April 2017.  It has seemed to send shock waves of fear throughout ...(more)
Comment   |  Aug 30, 2016 from Salt Lake City, UT
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A Guide to Sprint's 401k Plan

by Andrew Comstock, CFA Level 20
Sprint has been one of Kansas City's larger employers for a generation. Despite some ups and downs with Sprint's core business the 401k plan has been a great place for you to save for retirement. There are some great ...(more)
Comment   |  Aug 23, 2016 from Leawood, KS
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Don’t Leave Your Old 401(k) Behind!

by David Fabian Level 19
I recently went to an early pre-season NFL football game in Los Angeles with my best friend from college.  During the course of the game, he filled me in on the latest ins and outs of his life.  This included the fact ...(more)
Comment   |  Aug 22, 2016 from Irvine, CA
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Three Steps to Moving a 401(k) Balance

by Randy Brunson Level 18
When you change employers, or retire, you often have a retirement plan balance in a defined contribution plan, such as a 401(k) plan.  In this article, we will discuss the “how-to” aspects of moving your retirement plan ...(more)
Comment   |  Jul 28, 2016 from Suwanee, GA
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How Do New DOL Regulations Impact Plan Sponsors?

by Curtis Steven Farrell Level 13
ERISA IN THE MODERN WORLD   In 1974, when the Employee Retirement Income Security Act (ERISA) was first enacted, the world was a different place. Gas was 55 cents a gallon[1], Bennie and the Jets topped the charts, ...(more)
Comment   |  Jul 01, 2016 from Mission Viejo, CA
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A Guide to Cerner Corporation’s 401k

by Andrew Comstock, CFA Level 20
Your corporate retirement plan is a key part of reaching your retirement goals. When it comes to Cerner’s 401k there are great internal resources from HR, but sometimes an outside perspective can help you answer some ...(more)
Comment   |  Jun 10, 2016 from Leawood, KS
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