The Need for Employee Education on 401(k) & 403(b) Plans
Financial security is no longer just a personal goal—it’s a top priority for today’s workforce. As employers, offering a 401(k)
Structure of the Market Index SPY / SP 500
The S&P 500 Index, established on March 4, 1957, is a cornerstone of the U.S. financial markets, designed to measure
To Rollover Your 401(k)/403(b) Plan? Or Not To?
With 14.8 million employees moving jobs while holding retirement accounts, rollovers are a major financial decision. On average, an individual
Why You Need Professional Help Managing Your Current 401(k)/403(b) Plan During Employment
For many employees, navigating a 401(k) or 403(b) plan can feel overwhelming. Once enrolled, employees often have no one to
Market Indexes Review – Tarif implementation day 2/3/2025
Stock markets tumbled globally on Monday after former President Donald Trump announced sweeping tariffs targeting key U.S. trading partners, reigniting
KODK – Eastman Kodak – Buy Alert – Long term – 2/2/2025
Chart Above– left intraday chart on 30min bars – red line is 5 day moving average line increasing, buy alert
How to Save Over $1 Million in Your 401(k): The Ultimate Guide to Becoming a 401(k) Millionaire
It’s the dream: reaching retirement with over $1 million in your 401(k) account, ready to live comfortably for years to
Market Review, Federal Reserve Meeting & What It Means for Your 401(k) – 1/29/2025
Today, the Federal Reserve’s Federal Open Market Committee (FOMC) met to discuss interest rates and the overall state of the
Market Review – SP500 – SPY (Large Cap Core) – 1/27/2025
The SPY, which represents the S&P 500 index, demonstrated resilience today despite market pressures. As of the close, SPY finished
Market Review – Nasdaq QQQ (Large Cap Growth)
Welcome to the 401k Bull Market Review. Here we’ll provide a summary of the major events affecting the market today
What Happens to Your 401(k) When You Leave a Job?
Left employer, Laid off, Separated from service, Retired – Are all qualifying events for your 401(k) account When you leave
The History of the 401(k): A Retirement Revolution
The United States has experienced a dramatic shift in how Americans save for retirement. This transformation is reflected in the
401(k) Withdrawals: What You Need to Know
While a 401(k) is a powerful tool for retirement savings, understanding the rules around withdrawals is essential. Depending on the
Employer Match: Maximizing Your 401(k) Retirement Savings
Employer matching contributions can significantly boost your retirement savings. Understanding how employer matching works and taking full advantage of it
401(k) Plan Contribution Limits for 2025
401(k) plans, both Traditional and Roth, are popular defined contribution plans that allow employees and employers to contribute towards retirement