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Tag Archives: Retirement Plans

Participant Memo: January 2022

PARTICIPANT MEMOSBy Kevin DonahueJanuary 14, 2022

Your employer’s retirement plan is a defined contribution plan designed to help you finance your retirement. Federal and sometimes state taxes on your contributions and investment earnings are deferred until you receive a distribution from the plan (typically at retirement).

Participant Memo: December 2021

PARTICIPANT MEMOSBy Kevin DonahueDecember 6, 2021

With the season changing and life ever pulling us forward, you may want to take into account life changes that may affect your financial goals.

Retirement Times – December 2021

RETIREMENT TIMESBy Kevin DonahueDecember 6, 2021

2021 has been a challenging year for many of us but as we reflect on it, we realize how important you have been to our company.

Retirement Times – November 2021

RETIREMENT TIMESBy Kevin DonahueNovember 8, 2021

High turnover and loss of talent can seriously undermine an organization’s productivity and profitability. But there are strategies you can use to help stem the tide.

Participant Memo: November 2021

PARTICIPANT MEMOSBy Kevin DonahueNovember 8, 2021

The holidays are a time for giving, but often people can be a little overgenerous during this time of year and later find themselves in financial trouble.

Retirement Times – October 2021

RETIREMENT TIMESBy Kevin DonahueSeptember 29, 2021

In this age of relying heavily on technology, it is vital to take the necessary cyber security precautions. You want to make sure that all sensitive information is highly protected.

Participant Memo: October 2021

PARTICIPANT MEMOSBy Kevin DonahueSeptember 29, 2021

When you hear Roth 401(k), Roth IRA, or just Roth, this is generally referring to a specific type of tax benefit your savings may receive.

Retirement Times – September 2021

RETIREMENT TIMESBy Kevin DonahueSeptember 27, 2021

Sadly, many are struggling under increased budgetary and inflationary pressures, which can put retirement readiness at risk – or out of reach altogether.

Participant Memo: September 2021

PARTICIPANT MEMOSBy Kevin DonahueSeptember 27, 2021

School is now in session! Let’s check if you’re preparing for retirement and review the following items we’ve listed!

Retirement Times – August 2021

RETIREMENT TIMESBy Kevin DonahueAugust 15, 2021

Understanding attitudes toward investing and the cognitive biases that can lead participants astray is key to helping employees of all ages.

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