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The Retirement Plan Company
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Loren D. Stark Company (LDSCO)
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AimPoint Pension
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Director of 3(16) Operations

Compass
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Bates & Company, Inc.
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Business Development Director

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4 Matching News Items

1.  Overcoming Unique Retirement Challenges in the Non-Profit Sector
AFS 401(k) Retirement Services Link to more items from this source
Mar. 31, 2015
"For most non-profits, it is key to benchmark your benefits package. Specifically, consider the following: [1] Match or employer contribution structure ... [2] Match eligibility & vesting ... [3] Communicating your employer contributions to employees ... While all plan structures (such as 401(k), 403(b), pension, etc.) pose certain fees and costs which are unavoidable, educating yourself on what these fees mean or having a consultant you trust walk you through the process can make a huge difference on the bottom line."
2.  Beyond Retirement: Navigating Your Total Employee Benefits Package
AFS 401(k) Retirement Services Link to more items from this source
Jan. 21, 2015
"Even if you have been with the same company for years, it's important to reevaluate your needs and make sure you're getting the most out of your benefits. Here are some basic guidelines to help you understand what you need to consider: Retirement Plan ... Health Insurance ... Sick and Vacation Time ... Stock Options or Profit Sharing ... other perks."
3.  Robo-Advisors: The Ins and Outs of Automated Investment Platforms
AFS 401(k) Retirement Services Link to more items from this source
Mar. 22, 2015
"Who might benefit from using a robo-advisor rather than a traditional advisor? What can this new technology do better than the tried-and-true model? ... Since robo-advisors use technology to streamline their services at a lower cost, they make themselves available to a much wider audience.... You don't need to constantly monitor your investments, move money around, or set up a meeting with an advisor, it's all taken care of for you based on your appetite for risk.... Robo-advisors are great if you have money you know you want invested in a diversified portfolio ... and that's pretty much it."
4.  Target Date Funds: Are They Right for You?
AFS 401(k) Retirement Services Link to more items from this source
Oct. 17, 2014
"The Pros: TDFs can be great for those of you who don't have the time, interest, or ability to actively review, select, and pick your own retirement funds.... The investment mix chosen by the managers of these funds is not chosen with the goal in mind to outperform the markets.... Target-date funds take the guess work out of this for you and ensure your investment mix stays on track.... The Cons: TDFs are usually built for the 'average investor'.... TDFs are more complicated than they seem ... TDFs are usually proprietary."

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