sponsored retirement plan

What is Universal Plan Truth #20?

The two biggest retirement misconceptions


The two biggest retirement misconceptions

While the idea of retirement has changed,

certain financial assumptions haven’t.


Provided by Plan Partners


What is Universal Plan Truth #19?

If your company’s accountants also run your Workplace Retirement Plan, it’s probably one of only a few types they can offer (ask them about "selling agreements" and potential conflicts of interest).

Answers: I have ~$5000 in a 401k from an old employer that I would like to rollover into an IRA or CD but can't decide which is

Okay, so, like many things in finance, there are a few moving parts and terms to be straight on.  I know, not the simple answer you might be looking for, but perhaps a more honest one than you'll find at sales organizations.

What is Universal Plan Truth #18?

Whatever plan you have, it will probably run better with an accountable Third Party Administrator ("TPA").

How Women Are Planning Their Financial Futures

How Women Are Planning Their Financial Futures


What is Universal Plan Truth #17?

If your plan has lots of money in it, left by employee’s who no longer work with you, you probably have a broker or agent.

Accentuating the Positive

Accentuating the Positive

Retiring? Saving for retirement? Here’s some good news.

What is Universal Plan Truth #16?

If all of the investments in your plan begin with the same name, your plan probably hasn’t been updated since the ‘90s.

What is Universal Plan Truth #15?

If your plan has investments that you can’t research online, you probably have a broker or agent.

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