Latest articles by Alan Vorchheimer, Certified Employee Benefits Specialist (CEBS)
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When It Comes to Your 401(k), Trust But Verify
401(k)s Few people review the accuracy of their 401(k) accounts. But mistakes do happen, so you should review your statements and paystubs just like you would your bank statements. Here’s what to watch out for.
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Target Date Funds: How to Evaluate If Yours Is a Good Fit
investing Look beyond the retirement year associated with your 401(k) fund. Dig deeper to see if the fund’s assumptions match your own situation, or whether it could use some tailoring.
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Should Your 401(k) Be ‘Custom Made’?
401(k)s Many retirement plans offer participants the opportunity to get tailor-made investment advice for an additional fee. And like many bespoke products, they can be expensive relative to the alternatives. How do you decide whether an off-the-rack solution is sufficient or you need a personalized solution?
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Should My Money Stay or Go? Employer 401(k) vs. IRA Rollover
401(k)s Employers are the newest contenders for the rollover assets from your retirement plan. Here’s what to consider when leaving your job and choosing whether to leave your money in your old employer’s defined contribution plan or roll it over to an IRA.
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Taking a 401(k) Loan to Fill Income Gaps? Tips Before You Dip!
401(k)s If your credit card charges 17% interest and a loan from your 401(k) charges 4.25%, you might wonder: What have I got to lose? Yes, there are downsides to borrowing from your 401(k), but sometimes it just makes sense.
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