Posts Tagged ‘401(k)’

Moody Radio Interview 5-30-17 – Workplace Retirement Plans

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We discussed workplace retirement plans in this broadcast.  The following recording is from “Mornings with Kelli and Linda” on Moody Radio Indiana (97.9 FM). You can read the corresponding article here. For more information on Moody Radio, go to moodyradio.org/indiana.   Brad Graber, CFP® has been working with clients on personal financial planning and investment issues…

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Managing Your Workplace Retirement Plan – Part II

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Americans have a potential retirement crisis on their hands.  As we discussed in Part I of this article, the move from company-sponsored pension plans to employee contribution plans (e.g. 401(k) and 403(b) plans) transferred the responsibility to save for retirement from the employer to employees.  What is beginning to become evident is that individuals aren’t…

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Managing Your Workplace Retirement Plan – Part I

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1978 brought about a change in legislation that forever changed the landscape of American retirement planning. That was the year that saw the creation of the 401(k). Up to that point, retirement plans offered by employers were primarily defined benefit pension plans. As the name would indicate, you earned a defined monthly benefit at retirement…

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