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Quarterly Considerations 09/30/2015

Plan Sponsors

Why Simplify? – 50% of participants say their 401(k) plan investment information is more confusing than their healthcare benefits information and more than half (59%) wish it was easier to choose the right 401(k) investments, according to a recent Schwab Retirement Plan Services survey.  Changing Her Story – Alicia Munnell, Director at the Center for Retirement Research at Boston College, a long-time 401(k) critic now supports them based on their research that the accumulation of retirement assets has not declined as a result of the shift away from defined benefit plans.

Nonprofit Organizations

Under Scrutiny – Large endowments are catching the attention of lawmakers. Concerns over “hoarding” assets at the expense of tuition costs and research
efforts are prompting calls for reductions in tax deductibility and higher spending requirements.

Private Clients

Year-End Planning Essentials! – Whether it’s annual exclusion gifting, required minimum distributions from retirement accounts, or navigating tax loss
harvesting and capital gain distributions, we can help with your financial planning ‘checklist’ to ensure your year-end items are addressed. Please contact us for

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