For those Chief Financial Officers who may have recently joined a nonprofit organization, you are likely wondering how to choose a 403b plan. As you review the current retirement plan, what are the important facts to know? Contact your Plan Administrator and your Investment Advisor so you can be briefed on the plan. Documents you should have on file for your review are: Summary Plan Description and Plan Read More
US News & World Report: How to Protect Your 401(k) From the Coronavirus
As published in US News and World Report: MoneyBy Rachel Hartman, Contributor March 12, 2020, at 2:32 p.m Evaluate your current 401(k) balance and think ahead to stay on track during market fluctuations.FINANCIAL CONCERNS stemming from the coronavirus outbreak have rippled through the global economy. “The coronavirus has had an undeniable impact on the stock market, which extends to 401(k)s,” says Read More
