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Wednesday, August 21, 2019

At 401K Engineers, it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any...

Friday, August 16, 2019

Dear Clients and Friends, At 401(k) Engineers, it is very important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention...

Monday, August 5, 2019

Dear Clients and Friends, At 401(k) Engineers, it is very important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention...

Wednesday, July 10, 2019

Workers will be able to contribute more to their retirement accounts in 2019. The contribution limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan is increased...

Wednesday, May 22, 2019

At 401(k) Engineers, it is very important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have...

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Sunday, May 19, 2019

A Practical Approach to Helping Aging Relatives Prepare for the Future The best plans for managing the finances of an older relative are made when that individual is still healthy. Once stricken by illness, or frustrated by the loss of...

Sunday, May 19, 2019

Heading into your retirement years brings a slew of new topics to grapple with, and one of the most maddening may be Medicare. Figuring out when to enroll, what to enroll in and what coverage will be best for you can be daunting. To...

Wednesday, May 15, 2019

At 401(k) Engineers, it is very important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have...

Tuesday, April 16, 2019

At 401(k) Engineers, it is very important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. Sorry for the...

Tuesday, March 19, 2019

At 401(k) Engineers, it is very important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. Sorry for the...

Tuesday, March 19, 2019

There are a multitude of reasons why you should complete your estate planning. Below is a list of the top 4 reasons why you need an estate plan: Avoiding Probate Avoiding probate is by far the most common reason why people seek out...

Monday, February 25, 2019

At 401(k) Engineers, it is very important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have...

Tuesday, February 19, 2019

Many of us grew up in a world where it was customary to be friendly, courteous, and trusting. Unfortunately, assumptions concerning these standards of conduct can sometimes get us into trouble. Crooks use clever schemes to defraud...

Saturday, January 19, 2019

As we settle into this new year, you may be asking yourself, "How am I going to make this year different? What can I do to improve this year?" Or, you may have already broken your resolution. No need to worry, we are giving you a...

Monday, October 1, 2018

Waiting until just before April 15 to start thinking about your taxes may prove to be a costly mistake. Preparing a draft of your tax return before the end of the year will provide you with a more complete picture of what you are...

Tuesday, September 25, 2018

As an employer, would you like to maintain your company’s profit sharing contribution and, at the same time, encourage your employees to save more? Stretch the match! Help your employees to reach, stretch, and strengthen for...

Tuesday, September 11, 2018

More than 1 in 5 employees do not contribute enough to their 401(k) to receive your full employer match.[1] Your employees might not fully understand how to take full advantage of it or what they are missing out on… Remind them...

Tuesday, August 28, 2018

For the majority of future retirees, medical expenses pose significant risk to any retirement plan, and they are only projected to rise. Medical cost estimates for couples throughout their full retirement, assuming both partners are 65...

Tuesday, August 14, 2018

Many financially stressed employees confess to spending 3+ hours of their work week distracted by personal finances[1], that’s 156 hours per year. This means you could be losing up to $5,260 per employee![2] So, what can...

Thursday, July 19, 2018

If you are a fiduciary to a traditional 401(k) plan, there’s a chance you might be inclined to annual non-discrimination testing. A Safe Harbor Plan can eliminate the need for annual non-discrimination testing. Not sure if your...

Saturday, July 7, 2018

A Marathon for Everyone Recently, I went to cheer on a friend running in her first marathon. The excitement of watching thousands of people accomplish such an amazing goal was an experience like no other. I waited at the last bend...

Saturday, July 7, 2018

Locating missing plan participants can be a headache for any employer, but simply ignoring them is not an effective solution. Regulatory agencies in previous years have published guidance on this topic relating to missing...

Thursday, June 7, 2018

Warren Buffet’s wealth came from three things… a combination of living in America, some lucky genes, and compound interest! As an employer that sponsors a 401(k) plan, encouraging your participants to make small changes in...

Monday, January 22, 2018

At 401(k) Engineers, it is very important to us that you are well informed about what’s happening in the markets. Here is a brief recap of what has been going on over the last month or so and what we expect in the month ahead. As...