Monthly Market Commentary for May 2013
Economic indicators are mixed when looking at the markets. Morningstar reports that the economy has reached a stasis, as the average 2 percent growth rate has more or less stayed the same year over year.
Retirement Income Sources
With shortfalls in Social Security and pension plans, many people have turned to personal savings to fund their retirement.
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401(k) Year-End Contributions, Profit Sharing Options, Compliance Testing, and More
Are you a financial advisor with 401(k) clients? If so, you'll want to know all the options for maximizing employee contributions, making profit sharing allocations, and other important year-end deadlines.
401(k) Safe Harbor for Financial Advisors
This webinar will cover the safe harbor 401(k) provisions for current and potential 401(k) clients, including matching, Non-elective contributions and auto-enrollment. This presentation is for financial advisors working with 401(k) clients.
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