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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Anchor 3(16) Fiduciary Solutions
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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Mergers & Acquisition Specialist Compass
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Retirement Plan Administration Consultant Blue Ridge Associates
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ESOP Administration Consultant Blue Ridge Associates
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BPAS
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BPAS
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July Business Services
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Regional Vice President, Sales MAP Retirement USA LLC
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Managing Director - Operations, Benefits Daybright Financial
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7 Matching News Items |
| 1. |
Michelle Singletary in The Washington Post; subscription may be required
Nov. 6, 2013
"Kiplinger Washington Editors ..., Social Security Solutions and Wells Fargo are partnering to offer one-day free access to an online retirement planning tool for all active-duty and retired military members and their widows or widowers. With this report, military families will get recommended strategies for claiming Social Security and explanations about how the choices affect what they'll get.... The free online tool for military folks will only be available Monday [November 11] at www.socialsecurityforveterans.com."
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| 2. |
Michelle Singletary in The Washington Post; subscription may be required
Feb. 7, 2014
"I'm concerned that folks may think that saving $5, $10 or even $20 every paycheck will be enough even over 30 years. It won't be. If workers get used to saving small amounts of money, they may not stretch themselves to do more. They may fall victim to the set-it-and-forget-it syndrome. I'm also troubled about the low returns on the Government Securities Investment Fund. Yes, it's safe. But your investment dollars have to at least keep pace with inflation. If you want to earn a higher return, you have to take some risk with your investments."
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| 3. |
Michelle Singletary in The Washington Post; subscription may be required
Jan. 2, 2014
"Some people may find that their actual replacement rate is under 54 percent ... [C]onsumption tends to decline as they settle into retirement. Many expenses also go away, such as Medicare and Social Security taxes.... [H]ow much you need is contingent on many factors."
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| 4. |
Michelle Singletary in The Washington Post; subscription may be required
July 26, 2004
Excerpt: The Securities and Exchange Commission and NASD have three words for investors purchasing variable annuities: Watch your back. Okay, they didn't exactly say this, but that's essentially what a new report by the two organizations recommends.
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| 5. |
Michelle Singletary in The Washington Post; subscription may be required
Sept. 3, 2018
"We know a lot of people aren't saving enough to retire comfortably. Are folks setting themselves up for deep depression when they realize they'll have to work long past age 65? Or, think about this: If you're able, why should you stop working at all? Maybe we should stop encouraging retirement and instead help people find meaningful work for their senior years."
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| 6. |
Michelle Singletary in The Washington Post; subscription may be required
Apr. 29, 2005
Excerpt: [T]he Investor Protection Trust (IPT), a nonprofit investor education organization, has launched 'MoneyTrack,' a new 13-part series that began airing on some Public Broadcasting Service stations Sunday.... In addition to the public television series, IPT is partnering with the American Library Association and Kiplinger to launch a comprehensive investor education program in public libraries across the country.
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| 7. |
Michelle Singletary in The Washington Post; subscription may be required
July 22, 2004
Excerpt: On Tuesday, the Financial Planning Association filed a lawsuit challenging a proposed SEC rule that Elizabeth W. Jetton, president of the FPA, said 'essentially allows broker-dealers to avoid the fiduciary and disclosure standards of the Investment Advisers Act of 1940 while acting as investment advisers and offering financial planning services.' I know that is a mouthful, but stay with me on this,
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