Tag Archives: retirement planning

The Impact of “Sequence of Returns”

How does the sequence of returns impact the sustainability of my retirement portfolio over time? By Nick Stonnington The entire time you work and save for your retirement, say, 30 years, there will be multiple bull markets, multiple recessions and … Continue reading

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New ERISA regulation shining light on hidden 401(k) fees – 408(b)(2)

The Employee Benefits Security Administration (EBSA) imposed a new regulation that amends a prohibited transaction rule under ERISA and the Internal Revenue Code – 408(b)(2). Effective on July 16, 2011, the new rule will impact tens of millions of employees … Continue reading

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