513.745.0707 Client Login Contact Us
513.745.0707  |  Client Login  |  Contact Us

Insights

Search & Filter

Article Podcast Award Video Magazine
Reset

Subscribe

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…
366
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…
406
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…
403
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…
418
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…
414
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…
446
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…
430
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…
436
Read More
June 30, 2022
Retirement Meditation #26: Should I take an in-service withdrawal from my retirement plan?
Author: Paul A. Carl, CHSA, CPFA™ Vice President, Retirement Plan Consulting, Registered…
489
Read More
June 24, 2022
Retirement Meditation #25: Should I borrow from my 401(k) Plan account?
Author: Paul A. Carl, CHSA, CPFA™ Vice President, Retirement Plan Consulting, Registered…
461
Read More
June 17, 2022
Retirement Meditation #24: How does disability insurance work into my retirement planning?
Author: Paul A. Carl, CHSA, CPFA™ Vice President, Retirement Plan Consulting, Registered…
459
Read More
June 10, 2022
Retirement Meditation #23: Who should I name as the beneficiary of my retirement plan account?
Author: Paul A. Carl, CHSA, CPFA™ Vice President, Retirement Plan Consulting, Registered…
467
Read More