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Keep an eye on your retirement plan fees.
“It´s easy these days to forget about fees when your fund might have lost 40% or more in the past year,” writes the Baltimore Sun. “But fees matter over the long run, and you can end up with a lot less money, even if you´re paying what seems to be only slightly more for a fund.”
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There's value in having money in one place, but some 401(k) rules make rollovers more trouble than they're worth.
Part one of this two-part series looks at the background, transparency solutions and how to understand PBM profitability.
Expansion of savings vehicles, along with the largest transfer of wealth in U.S. history, bodes well for plan participants as advisers shift to offering ongoing financial guidance.
Benefit leaders can add this to the list of advantages for employees who elect to participate in this health savings plan.
The focus of retirement planning is shifting, according to Morningstar experts, moving away from simple saving toward bespoke decumulation strategies and guaranteed lifetime income solutions.
