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Retirement Doctor: How America Saves 2019

Retirement Doctor: How America Saves 2019

by filicedev22 | Jun 13, 2019 | Blog, 401(k) and Retirement, fix needed

Vanguard’s 18th edition of How America Saves 2019 Did you ever wonder how you compare to others? Everything you could ever want to know about 401(k) Plans but were afraid to ask can be found within this 100+ page fact-filled publication. While the data is coming from...
Retirement Doctor: How America Saves 2019

Special Offer: Medicare Upgrade Guaranteed!

by filicedev22 | Mar 4, 2019 | Blog, 401(k) and Retirement, Medicare, fix needed

WHO:  Consumers with a current CA Medicare Supplement Plan (generally, consumers over age 65) WHAT:  An upgraded Supplemental plan to replace existing plan WHEN:  Now thru April 15, 2019 WHY:  Better plan benefits for less money HOW:  Apply with the help of an agent...
Retirement Doctor: How America Saves 2019

Retirement Doctor: Inside the Mind of Plan Sponsors

by filicedev22 | Jan 11, 2019 | Blog, 401(k) and Retirement, fix needed

According to the Fidelity Plan Sponsor Attitude Survey, employers are most concerned with ensuring their retirement plan is effectively preparing employees for retirement. The survey was conducted with employers that use a wide variety of recordkeepers and have at...
Retirement Doctor: IRS Contribution and Benefit Limits for 2019

Retirement Doctor: IRS Contribution and Benefit Limits for 2019

by filicedev22 | Dec 6, 2018 | Blog, 401(k) and Retirement, fix needed

We received very good news from the IRS regarding the 401(k) limits for 2019. The contribution limit for 401(k) and 403(b) plans increased to $19,000 and we also received an increase in IRA limits for the first time in years. Please refer to the table for a listing of...
Retirement Doctor: How America Saves 2019

Retirement Doctor: DOL Guidance for Paying 401(k) Fees from Plan Assets

by filicedev22 | Nov 2, 2018 | Blog, 401(k) and Retirement, fix needed

One of the most common questions I get from 401(k) Plan Sponsors is “What 401(k) fees are eligible to be paid from plan assets?” This confusion is hardly surprising when you consider the broad range of 401(k) fees a plan can incur. With all the focus on fees and with...
Retirement Doctor: How America Saves 2019

Retirement Doctor: How America Saves 2018

by filicedev22 | Oct 4, 2018 | Blog, 401(k) and Retirement, fix needed

Vanguard’s 17th edition of How America Saves 2018 Did you ever wonder how you compare to others? Everything you could ever want to know about 401(k) Plans but were afraid to ask can be found within this 100+ page fact-filled publication. While the data is solely...
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