Blog Archives

The 401(k) Debate: Bright Siders v. The Naysayers

Posted on July 17, 2011 by petillo — No Comments ↓

If things are good, for some they won’t be good enough. If it turns out that things are not so good, someone will ultimately benefit for this off-chance negativity. It is the glass half full argument and one conducted by…

Tagged with: 401k, annuities, auto-enrollment, ERBI, index funds, plan participants, plan sponsors, PPA, retire plan, women and investing, worker contribution rates
Posted in 401k, Boomers, financial planning, index funds, Mutual Fund Investing, personal finance, Profitable Investments, Repercussions: A Retirement Review, Retirement Planning Target 2025, social security, women and finances, women and retirement

Your 401(k): Older, Wiser and 30

Posted on March 7, 2011 by petillo — No Comments ↓

It seemed like a good idea. But you have to consider where we were in terms of retirement when the line in the tax code was uncovered. We had pensions and companies didn’t much like the idea. These defined benefit…

Tagged with: 401ks, defined contribution plans, fiduciary responsibility, investments, participant education, plan sponsors, retirement, Roth IRA, tax deferred
Posted in 401k, financial planning, insurance, IRA, Mutual Fund Investing, personal finance, Profitable Investments, Repercussions: A Retirement Review, Retirement Planning Target 2025, taxes

Size Matters: How Your 401(k) Might be In Trouble

Posted on March 3, 2011 by petillo — No Comments ↓

It is a fairly safe assumption that big means cumbersome. We often don’t think of large objects as nimble and marvel at them when they are. When it comes to 401(k) plans however, the smaller the plan the greater the…

Tagged with: 401ks, advisers, brokers, defined contribution plans, DOL, fiduciary responsibility, investments, plan sponsors, retirement, rule changes
Posted in 401k, Repercussions: A Retirement Review, Retirement Planning Target 2025