401(k)
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The Retirement Plan Fiduciary: 3(21) vs. 3(38)

Continuing with the ‘Fiduciary’ theme from our last blog post, and since Plan Sponsors are increasingly looking for investment advisors who can shoulder some of the fiduciary burden related to offering employee retirement plans, I thought it would be beneficial to write about the difference between a 3(21) and 3(38) retirement plan fiduciary.

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Rolling over your 401(k) to an IRA: 6 Benefits

There are approximately 10,000 baby boomers reaching the age of 65 each and everyday for the next 15 years. A Baby Boomer is a cultural term used to describe anyone born between the years 1946 and 1964. Anyone born during the span of those18 years would be between 50 and 68 years old today placing them at or within the years of retirement. This is why you may hear the term, ‘Baby Boomers’ associated with retirement from time to time.

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