Do-It-Yourself Investing Resources – Lessons
Fairlight’s instructional videos and articles summarize investment concepts so you can better understand how the pros manage money or to manage your own. Contact us should you have questions.
Whether your nonprofit is starting a 403 B Plan or you are reviewing your retirement plan investments, having Target Date Funds in the line-up is a good thing.
For those Chief Financial Officers (CFOs) or Finance Directors who may have recently joined a nonprofit organization, you are likely now responsible for the 403b or Retirement plan. As you review the current plan, what are the important facts to know?
62% of participants are unaware of the fees inside their retirement plans. Why is that? Because the fees are hidden inside the performance of the fund.
My father has sage advice when it comes to career, money and 401 K / 403 B savings that has served me well. Given the pandemic, economy, social unrest and social re-awakening we are experiencing right now, I felt it was worth re-visiting that advice.
Fund Fees can eat into the overall return that you receive inside your retirement plan. I found that 71% of Americans, according to AARP, believe that their retirement plans are free. And as we all know, nothing is for free.
There are 5 important areas to consider when selecting an investment advisor for your nonprofit’s 403 B or 401 K retirement plan.