Part 3: 10 Years From Retirement, What is Your Financial Focus?

In this article, we provide some insight into managing those retirement expenses that pre-retires are most concerned about: taxes and health-related expenses.

Retirement Planning, TaxChip Hymiller, AIF®, CFP®January 23, 2017401k, IRA, long term care insurance, Retirement Planning, Social Security, tax planning

Part 2: 10 Years from Retirement, What is Your Financial Focus?

In this article, we wanted to spend some time addressing pension decisions, ideas for strengthening your personal balance sheet and helping you think through how much money you will likely need during retirement.

Retirement PlanningChip Hymiller, AIF®, CFP®October 6, 2016financial planning, retirement distributions, Retirement Planning, Social Security

Understanding 401(k) Plan Fiduciary Roles

As a 401(k) plan sponsor or decision maker, do you know that you can be held personally responsible for mistakes in your company's 401(k) plan? Hiring the right professionals, those that can serve as fiduciaries to your 401(k) plan can help defray some of your liability. Find out how.

Corporate Sponsored 40..., Retirement PlanningChip Hymiller, AIF®, CFP®January 2, 2016401k, Corporate Sponsored Retirement Plans, Retirement Planning, Retirement Plans

Fiduciary Responsibility FAQ for 401k Plan Sponsors

The Employee Retirement Income Security Act of 1974 (ERISA) imposes strict standards of conduct on fiduciaries who have discretion over the administration and investment of 401(k) retirement plans and plan assets.

Corporate Sponsored 40..., Retirement PlanningChip Hymiller, AIF®, CFP®January 2, 2016401k, 401k Plan Sponsor, Corporate Sponsored Retirement Plans, Retirement Planning, Retirement Plans