Articles and Publications

"Reinventing Retirement: In the Driver’s Seat"

When it comes to investing for retirement, it’s up to you to decide how to manage your plan | 3rd Quarter 2018

Do you want both hands on the steering wheel of your investments, or would you prefer to let someone else do the driving? At either end of the spectrum, or somewhere in-between, there is an investment strategy that makes sense for you—and a few potholes to avoid. Continue Reading

"Reinventing Retirement: Jumbles of Numbers"

Without setting your life goals, saving and investing can seem like a bunch of disconnected facts and figures | 2nd Quarter 2018

Does your head swim when you review your finances? Without setting your life goals, saving and investing can seem like a bunch of disconnected facts and figures. Here are some easy tips to help you keep your eye on what’s important. Continue Reading

"Reinventing Retirement: Dreaming of a Royal Retirement?"

Cash flow is king when thinking about your financial future | 1st Quarter 2018

Learn about the five goals of cash flow planning to help start you towards your retirement. Continue Reading

"Reinventing Retirement: How to Save $3,000 This Year"

Making thrifty decisions can become a regular habit that adds up | 4th Quarter 2017

We all know how difficult it is to put aside money for the future when there are so many competing claims on your income. Small wonder that half of American households currently have no savings for when they stop working. Continue Reading

"Reinventing Retirement: What Can Squirrels Teach Us About Saving?"

They're smart and adaptable, and they plan | 3rd Quarter 2017

Darwin said that organisms don’t need to be the smartest to survive, they need to be the most adaptable. Gray squirrels are a double threat: they are both smart and adaptable, equally at home in the woods, a backyard, or the city. Continue Reading

"Reinventing Retirement: Retiring or Changing Jobs?"

Here are a few tips on how to keep your 401(k) working for you | 2nd Quarter 2017

As more workers plan to continue working later in life, at more organizations, the ability to preserve their nest egg and keep it growing when they leave their current company is more important than ever. Here’s an easy-to-understand guide to your most common options. Continue Reading

"Reinventing Retirement: Back to the Future"

What will work and life look like 30 years from now? | 1st Quarter 2017

In this issue of Reinventing Retirement, we look ahead 30 years to imagine how the future of work and life might differ from the past, and what impact this might have on your finances. Continue Reading

"My Retirement Plan Isn't Free??"

Mary Oneyear QKA | September/October 2016

Unfortunately, the title of this article is not meant to be a joke. My colleagues and I hear this comment frequently as we meet with plan participants. Despite the transparency of fee disclosures and education messaging, many Americans may not be familiar with the fees assessed within their organization’s retirement plan. Continue Reading

"Finding FDIC Insurance Within a Qualified Plan"

Lenora Kemp and Brian Kallback | Summer 2016

Over the last few months, many articles and white papers have been written about the upcoming changes to the SEC’s revised money market regulations. The theme is similar in most of them: record keepers, TPAs, plan sponsors and advisors will need to review their fund options within the capital preservation investment category to ensure the funds offered fit within the objectives of the particular plan. Articles discuss institutional, retail and government money market funds, and stable value offerings — yet many fail to mention the potential benefits of an FDIC-insured investment account. Continue Reading

"Set It and Forget It"

Ellen Hughes | March/April 2016

You get out the cookie dough, lay spoon sized sections onto a greased baking dish and slide it into the oven set at 425. The timer is set at 12 minutes and for those 12 minutes you can forget about the cookies baking. If you can so easily set it and forget it, why do you continue to check the progress every so often? Although you know the oven does its job and the time is perfectly set, the cookies could become over or under cooked. Based on your preference, either way could be unappetizing. Continue Reading