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October 31, 2022
Retirement Meditation #38: Should my organization offer a non-qualified deferred compensation plan?
A 15-year not-for-profit Executive Director announced her intent to retire in six months, at the end of the organization’s November 30 fiscal year. The Board,…
Retirement Meditation #38: Should my organization offer a non-qualified deferred compensation plan? Read More
October 18, 2022
Retirement Meditation #37: What is a non-qualified deferred compensation plan?
Did you know that July 1st is considered “Bobby Bonilla Day?” Now, you may ask: “Who is Bobby Bonilla and why does he have a dedicated day?” Bobby Bonilla…
Retirement Meditation #37: What is a non-qualified deferred compensation plan? Read More
October 5, 2022
Retirement Meditation #36: How can I use my 401(k) plan to attract and retain talent?
"Jerry’s” personal mobile device rang around 10 p.m. one night. A former-colleague now working for a competitor called to let “Jerry” know that he would be the…
Retirement Meditation #36: How can I use my 401(k) plan to attract and retain talent? Read More
September 30, 2022
Retirement Meditation #35: Is cybersecurity important for my retirement plan?
Imagine checking your 401(k) plan account expecting to see a balance of several hundreds of thousands of dollars only to find out that your balance stands at …
Retirement Meditation #35: Is cybersecurity important for my retirement plan? Read More
September 15, 2022
Retirement Meditation #34: Why do I get some of my 401(k) plan contributions returned to me every year?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #34: Why do I get some of my 401(k) plan contributions returned to me every year? Read More
August 31, 2022
Retirement Meditation #33: Am I on track to retire successfully?
A father and his young daughter were looking at a stone grave marker. The father asked his daughter what she thought was the most important marking on the…
Retirement Meditation #33: Am I on track to retire successfully? Read More
August 23, 2022
Retirement Meditation #32: What should I do if some of our retirement plan’s investment options have negative returns?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #32: What should I do if some of our retirement plan’s investment options have negative returns? Read More
August 9, 2022
Retirement Meditation #31: Should retirement plan sponsors adjust their investment mix because of the economy?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #31: Should retirement plan sponsors adjust their investment mix because of the economy? Read More
August 1, 2022
Retirement Meditation #30: How do the service providers to my retirement plan get paid? (part II)
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #30: How do the service providers to my retirement plan get paid? (part II) Read More
July 27, 2022
Retirement Meditation #29: How do the service providers to my retirement plan get paid?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #29: How do the service providers to my retirement plan get paid? Read More
July 18, 2022
Retirement Meditation #28: Who are the service providers to my retirement plan (and what do they do)?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #28: Who are the service providers to my retirement plan (and what do they do)? Read More
July 7, 2022
Retirement Meditation #27: Are retirement plan distributions for hardship a good idea?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #27: Are retirement plan distributions for hardship a good idea? Read More