With Indirect Rollovers from Qualified Plans, Timing Is Everything

June 5, 2023

When you leave a job, you have several options for dealing with the funds in your 401(k) or other employer-sponsored qualified plan. Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: One option is an indirect rollover. With Read More...

Pension payout options concept shows a person dropping coins in a jar labeled pension.

Choosing the Best Pension Payout Option for You

May 8, 2023

If you’re eligible for a defined benefit pension payout, you may have several payment options from which to choose. Presented by Gerard Longo, Read More...

Roth 401(k) and 403(b) Plans concept with businessman holding tablet with financial graphs rising above it.

Roth 401(k) and 403(b) Plans for Employers

April 5, 2023

Presented by Gerard Longo, AIFA®, CPFA®: Since their creation several years ago, Roth 401(k) and 403(b) plans have become increasingly popular Read More...

Avoiding Common 401(k) Mistakes

March 16, 2023

Saving for retirement is, without question, a journey. And, like any journey, even the slightest wayward turn can send you off course, making it more Read More...

401k Loan: Borrowing from Your Future

January 4, 2021

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: If you need funds to cover an unexpected expense, taking a 401(k) loan from your account Read More...

Employer Sponsored Plans with metal plaque with hands shaking.

Make the Most of Employer Sponsored Retirement Plans

March 4, 2020

By Tom Kennedy, CFP® Today, there are basically two types of categories for employer sponsored retirement plans. The first is a defined benefit that Read More...