401(k)

What is Universal Plan Truth #12?

If your employer gave your Workplace Retirement Plan to a company or bank as a favor, you may expect to work a few extra years.

Attention 401(k) Participants: Consistency May Pay Off, Study Finds

Attention 401(k) Participants: Consistency May Pay Off, Study Finds

Despite the stock market drops of 2008, the average account balance of 401(k) participants who continued investing during the five-year period ending December 31, 2012, grew by a compound average annual rate of 6.8%, according to a study released jointly by the Employee Benefit Research Institute (E

What is Universal Plan Truth #11?

Wall Street firms make money by gathering assets.  Stopping them from gathering yours will help you retire sooner.

Why Americans Keep Treating Their 401(k)s Like Piggy Banks

Why Americans Keep Treating Their 401(k)s Like Piggy Banks: http://on.natgeo.com/ZMKVGe

What is Universal Plan Truth #10?

Big investment companies making exotic commercials with celebrities likely subtract years from your retirement.

More Universal Plan Truths can be found here.

What is Universal Plan Truth #9?

Robo-advisors probably aren't very helpful to people.  They're likely even worse for a Workplace Retirement Plan.

 

Debunking a Few Popular Retirement Myths

Debunking a Few Popular Retirement Myths

Certain misconceptions ignore the realities of retirement.

What is Universal Plan Truth #8?

Banks are loaded with fees.  This doesn’t stop when they take over your Workplace Retirement Plan.

What is Universal Plan Truth #7?

The business owner’s personal broker may not be the best person to lead your pension.

 

Plan Partners answers Department of Labor Request for Information re: Brokerage Windows RIN 1210-AB59

To Whom It May Concern:

Re: RIN 1210-AB59 (Brokerage Windows RFI)

On behalf of Plan Sponsors and Responsible Plan Fiduciaries, I write to add comments for consideration regarding current uses of and potential new uses for “Self-Directed Brokerage Windows”.

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and other sources of information are not intended to replace the professional advice of a trained financial professional.

Investment advice is offered by Plan Partners, LLC, a Registered Investment Adviser.  Plan Partners, LLC is an Ohio Registered Investment Adviser and accepts clients outside of Ohio based upon applicable state registration regulations and the “de minimus” exception.
We offer you a wide range of services that are designed to help you, such as: a 401k plan, fiduciary and plan administration, a model portfolio and executive compensation in Cleveland, Ohio.

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