In a recent lawsuit, Danberg v. LaMettry’s Collision, Inc., the plaintiffs argue that the plan, despite only having $9 million in assets, still has the ability to negotiate lower fees. It is argued that the plan used higher priced retail share mutual funds when lower priced institutional class funds were available. They claim plan fiduciaries […]
Puerto Rico enters a new financial era following a historic default as it prepares for the implementation of a federal oversight board that will have control over the island’s dire finances and provide room to ease a crushing debt burden. http://tinyurl.com/gw843xk
The Great West Retirement Services Facebook page provides another venue for participants to access timely, educational and inspirational retirement planning tips and information. If participants “Like” the Great West page, posts will be delivered to them directly in their Facebook news feed. https://www.facebook.com/greatwestfinancial
If you are looking for other ways to invest, outside of your company sponsored retirement plan, a Roth IRA is a good option for those that can take advantage – there are income limits, see the “if you earn too much to contribute” section of the article. https://advisor.fidelity.com/app/item/RD_13569_28590.html?sapl=email&prgm=367304&clientId=9AIfXlk5G0U%3D
If you are an investor in target-date funds, it’s important to understand the type of investment you are contributing to each pay period. Financial Editor for NBC, Jean Chatzky, explains what a target-date fund is and a few considerations to think of when investing in them. http://finance.fortune.cnn.com/2014/03/20/planning-for-retirement-what-you-should-know-about-target-date-funds/
Here’s a link to an article by MarketWatch about 5 habits that may make you a better investor. There’s nothing extreme about these habits, they are pretty common-sense, but sticking to them, which can be hard to do at times, may help build your investing confidence and savings over time! http://tinyurl.com/mvz29qg
Presented by Capstone Retirement Group You’ve probably been told at least a few times in your life that you should be putting money aside “for a rainy day”, but perhaps it hasn’t yet crossed your mind to begin planning, specifically, for your future retirement. If you think it’s too early, or if you feel you’re […]
There is seldom a dull moment on Wall Street. Stocks may rise or fall dramatically over the course of a year or a decade. Sometimes, breaking news may tempt you to pull money out of your 401(k) or greatly reduce your contributions. If you’re considering such a move, think twice.
The IRS has set annual contribution limits for IRAs, 401(k)s and other retirement plans higher for 2013, and made other important adjustments for inflation as well. Here is an overview of some notable changes just announced.
About Capstone Retirement Group
Capstone Retirement Group is a professional retirement plan consulting practice. We partner with plan fiduciaries to help identify and implement the optimal retirement plan for their organization.
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Capstone Retirement Group is not affiliated with Kestra IS or Kestra AS.
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