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2012: New Fee Disclosure rules may surprise Employees and Employers alike
By Clint EdgingtonPosted on December 1st, 2011
Many small business owners and employees are too busy to focus on their retirement plans, but it will be interesting to see how many notice […]
Learn MoreThe Market votes against the Greek Referendum
By Clint EdgingtonPosted on November 1st, 2011
The Market votes against the Greek Referendum Why Greek PM Papandreou would call for a referendum on the recent bailout has certainly confused the markets […]
Learn More401(k) Corner: Increase Employee Savings
By Clint EdgingtonPosted on October 5th, 2011
Why? 1. Those with a healthier retirement plan are more “present” while working, increasing efficiency. 2. Larger balances per employee allow fixed costs (administrative, audit, […]
Learn MoreFiduciary Guarantee: A false sense of security
By Clint EdgingtonPosted on September 1st, 2011
Summary: There are significant exceptions to the 401(k) warrantees that we have reviewed that render them fairly ineffective in protecting employers/fiduciaries. If an employer wants […]
Learn MoreProtected: U.S. Debt Ceiling – The Budget Impasse
By Clint EdgingtonPosted on July 28th, 2011
There is no excerpt because this is a protected post.
Learn MoreMid-Year Portfolio Checkup
By Clint EdgingtonPosted on July 7th, 2011
A slew of economic events has occurred in the first half of 2011, and with it comes portfolio changes. With the end of the Fed’s […]
Learn More401(k) Corner – Contribute $260,000 every year!
By Clint EdgingtonPosted on July 7th, 2011
Ok, so it’s not technically a 401(k) that you can defer income into, but many are surprised by just how much can be deferred into […]
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