Rightsizing for Retirement

What does your home really cost?

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Latest Blog Post

The Dreaded 401(k) Refund; Corrective Distributions

July 26, 2018

401K REFUNDS: NOT AS GOOD AS THEY SOUND With tax season fresh on our minds, many hear the word refund and begin running down their imagery wish list of ways to spend this extra money. However, when it comes to 401(k) refunds, or...

BENCHMARKING YOUR 401(K) FUNDS

May 03, 2018

Benchmarking is a retirement plan best practice that allows plan sponsors the opportunity to “take a peak under the hood” of their 401(k). The process allows you to compare your plan to similar plans, measuring key metrics...

Motivating Savings with Financial Wellness and Plan Design

March 06, 2018

Resolution season is upon us. January through March are the peak motivation months. That special time of the year when people are eager to make positive strides toward physical, financial, professional, or personal goals. On average,...