How Does Your Employer’s Retirement Plan Compare?

By Mark Fissel
Posted on March 22nd, 2019

Each year, the Plan Sponsor Council of America (PSCA) surveys employers to gauge trends in retirement plan features and participation. Results are used by employers […]

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Business Owners: What’s Your Plan for Retirement?

By Anne Zavaglia
Posted on November 29th, 2018

Business owners often put their heart, soul, and nearly all of their money into their business. When it comes to retirement planning, business owners should […]

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Hybrid Funds: Balanced, Lifestyle, or Target?

By Mark Fissel
Posted on November 29th, 2018

Holding a mix of stocks and bonds is fundamental to building a portfolio that can pursue growth while potentially remaining more stable than a stock-only […]

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Retirement Contribution Limits Increase in 2019

By Anne Zavaglia
Posted on November 5th, 2018

The IRS has announced retirement contribution limits for 2019.  It will be the first time in six years that Individual Retirement Accounts have seen an […]

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Have You Made Any of These Financial Mistakes?

By Mark Fissel
Posted on July 25th, 2018

As people move through different stages of life, there are new financial opportunities — and potential pitfalls — around every corner. Have you made any […]

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Will I owe income taxes when I sell my home?

By Mark Fissel
Posted on February 24th, 2017

In general, when you sell your home, any amount you receive over your cost basis (what you paid for the home, plus capital improvements, plus […]

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Safe Harbor 401k Plans: Answers to Common Questions

By Mark Fissel
Posted on June 22nd, 2016

Safe Harbor 401k plans are the most popular type of 401k used by small businesses today. They automatically pass annual ADP/ACP and top heavy tests […]

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Have The Rules for 401(k) In-Plan Roth Conversions Changed?

By Mark Fissel
Posted on June 25th, 2014

Yes. Thanks to the American Taxpayer Relief Act of 2012 (ATRA), the rules for making 401(k) in-plan Roth conversions have gotten substantially easier. (These rules […]

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