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May 31, 2022
Retirement Meditation #21: Is there a difference between investment return and investor return?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
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May 20, 2022
Retirement Meditation #20: Are Solo 401(k) Plans required to file a Form 5500?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #20: Are Solo 401(k) Plans required to file a Form 5500? Read More
May 12, 2022
Retirement Meditation #19 – Is now the time to invest retirement assets into cryptocurrency?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
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May 5, 2022
Retirement Meditation #18 - When Should I Start Saving for Retirement?
This week I digress from the previous Retirement Meditation cadence. Why? My fourth (of five children) graduated from college last week. In watching the…
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April 29, 2022
Retirement Meditation #17 – Should my plan offer managed models?
In Retirement Meditation #16, we defined managed models and we concluded with the question – “Does my plan offer managed models?” This week’s Retirement…
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April 21, 2022
Retirement Meditation #16: What are managed models?
For the past several weeks, the Retirement Meditations have been exploring the more popular options available as Qualified Default Investment Alternatives …
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April 16, 2022
Retirement Meditation #15: Does the balanced fund belong in an investment lineup?
My parents’ families were small business owners, and my parents were incredibly fiscally conservative. My dad especially, a third-generation stone masonry and…
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April 8, 2022
Retirement Meditation #14: Are target date funds the perfect solution for the employee?
Retirement Meditation #13 focused on target date funds through an employer’s lens. This week’s Meditation redirects that focus and throws the spotlight on the…
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March 31, 2022
Retirement Meditation #13: Are target date funds the perfect solution for employers?
Retirement Meditation #12 addressed default investment options, including the age-based asset allocation fund—better known as the target date fund. Target date…
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March 26, 2022
Retirement Meditation #12: Does your plan offer the right default investment option?
Let’s face facts, not all retirement plan participants are engaged in their retirement investments. Some, even though they can and should, simply do not make…
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March 17, 2022
Retirement Meditation #11: Can a retirement plan have too many investment options?
During my time as a Senior Investigator with the U.S. Department of Labor, I reviewed the 401(k) plan of an investment management firm that had 78 investment…
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March 11, 2022
Retirement Meditation #10: What is dollar-cost-averaging?
While my goldendoodle, Bear, lays by my chair snoring, I’m thinking about rollercoasters. Why am I thinking about rollercoasters? Because I’m recalling a…
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