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How the Windsor Decision Affects Retirement Plans

Spouses of employer-sponsored retirement plan participants have certain rights when it comes to the plans. Because of this, the legal definition of “spouse” is very important to both plan sponsors and plan participants in understanding how a retirement plan works. On June 26, 2013, in United States v. Windsor, the U.S. Supreme Court struck down …

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Retirement Myths and Realities

We all have some preconceived notions about what retirement will be like. But how do those notions compare with the reality of retirement? Here are four common retirement myths to consider. 1. My retirement won’t last that long The good news is that we’re living longer lives. The bad news is that this generally translates …

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Market Recap (July 2014)

Encouraging economic news, generally positive Q2 corporate earnings reports, and stable Federal Reserve policy had to battle multiple geopolitical conflicts for investor attention. Both the S&P 500 and Dow industrials managed to set fresh all-time highs early in July, but the S&P managed to follow through to additional records while the Dow slipped back under …

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How (and Why) Employers Display Paternalism in the Workforce

Author: Mark Fissel We have found that business owners and decision makers generally have their employees’ best interest at heart through all stages of their long term employees’ lives, including retirement. Benefits packages and the proper communication of those packages can show how much you value your employees, and that appreciation is generally returned. Communication …

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Economic Perspective – May 2014

The Month in Review The U.S. economy contracted at an annualized rate of 1% during Q1 2014; the Bureau of Economic Analysis said it was the weakest growth rate in three years. Consumer spending was up 3.1% during the quarter, but couldn’t offset the impact of higher imports and declines in capital investments and spending …

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