by Taylor Johnson | Oct 28, 2019 | Participant Resources
CONSERVATIVEStability of principal with little or no price volatility——————————-A conservative portfolio is very low in risk and typically has very low returns. This investor wants to minimize risk and is...
by Taylor Johnson | Sep 25, 2019 | Participant Resources, Ready to Retire
Are you retired or about to retire and wondering what you should do with the funds in your retirement account? Here are a few options:Option 1: Depending on your balance, you can keep the funds invested in your retirement plan. If you like the funds you’re...
by Taylor Johnson | Sep 12, 2019 | Retirement
When choosing a retirement plan, it is important to understand the difference between 403(b), 403(b)(7), 403(b)(9), and 401(k) plans. Assuming that your organization is a 501(c)(3) and is either a church or parachurch organization, you qualify for any of these...
by Taylor Johnson | Sep 11, 2019 | Plan Design
How do you know if your ministry retirement plan is on track? Do you need a quick way to make sure that it is headed in the right direction?Here is an easy formula to check your retirement plan against. It’s called the 90-60-10 milestones.What are the 90-10-60...
by Taylor Johnson | Sep 11, 2019 | Participant Resources, Ready to Retire
When Should You Start Taking Your Social Security?You are eligible to file for social security benefits when you turn 62, but if you do, your monthly check will be reduced significantly for the rest of your life. You may have little choice if you are out of work or in...
