513.745.0707 Client Login Contact Us
513.745.0707  |  Client Login  |  Contact Us

Insights

Search & Filter

Article Podcast Award Video Magazine
Reset

Subscribe

August 9, 2022
Retirement Meditation #31: Should retirement plan sponsors adjust their investment mix because of the economy?
Author: Paul A. Carl, CHSA, CPFA™ Vice President, Retirement Plan Consulting, Registered…
416
Read More
August 1, 2022
Retirement Meditation #30: How do the service providers to my retirement plan get paid? (part II)
Author: Paul A. Carl, CHSA, CPFA™ Vice President, Retirement Plan Consulting, Registered…
411
Read More
July 27, 2022
Retirement Meditation #29: How do the service providers to my retirement plan get paid?
Author: Paul A. Carl, CHSA, CPFA™ Vice President, Retirement Plan Consulting, Registered…
442
Read More
July 18, 2022
Retirement Meditation #28: Who are the service providers to my retirement plan (and what do they do)?
Author: Paul A. Carl, CHSA, CPFA™ Vice President, Retirement Plan Consulting, Registered…
424
Read More
July 12, 2022
Summer 2022 Investor Letter: A Bear Of A Market
The first half of 2022 has been a series of near records for both the economy and the investment markets. Inflation is at a level last seen in 1982, the S&P…
630
Read More
July 7, 2022
Retirement Meditation #27: Are retirement plan distributions for hardship a good idea?
Author: Paul A. Carl, CHSA, CPFA™ Vice President, Retirement Plan Consulting, Registered…
432
Read More
June 30, 2022
Retirement Meditation #26: Should I take an in-service withdrawal from my retirement plan?
Author: Paul A. Carl, CHSA, CPFA™ Vice President, Retirement Plan Consulting, Registered…
477
Read More
June 24, 2022
Retirement Meditation #25: Should I borrow from my 401(k) Plan account?
Author: Paul A. Carl, CHSA, CPFA™ Vice President, Retirement Plan Consulting, Registered…
457
Read More
June 17, 2022
Retirement Meditation #24: How does disability insurance work into my retirement planning?
Author: Paul A. Carl, CHSA, CPFA™ Vice President, Retirement Plan Consulting, Registered…
456
Read More
June 10, 2022
Retirement Meditation #23: Who should I name as the beneficiary of my retirement plan account?
Author: Paul A. Carl, CHSA, CPFA™ Vice President, Retirement Plan Consulting, Registered…
464
Read More
June 9, 2022
Spring 2022 Magazine
484
Read More
June 2, 2022
Retirement Meditation #22: What if there is never an opportunity to retire?
Author: Paul A. Carl, CHSA, CPFA™ Vice President, Retirement Plan Consulting, Registered…
511
1
Read More