Posts Tagged ‘retirement readiness’


Preferred Stocks, a special category of securities worth exploring.

Icon Provided by Joseph Regenstein IV, CMFC on February 1, 2010

Stocks that tend to pay sizable dividends. Institutional and individual investors buy preferred stocks because they offer fixed dividends – in fact, dividend yields are typically greater than those of common shares.1 Preferred stocks are occasionally called hybrid securities, because they have characteristics of debt instruments as well as equities. Let’s review some of their [...]

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Tags: personal finances, retirement income, retirement plans, retirement readiness, retirement savings, stocks, stocks and bonds


401(k) Administration

Icon Provided by Joseph Regenstein IV, CMFC on July 7, 2009

401(k) Administration A 401(k) plan is one of the most important employee benefits a company can offer. A good plan should be effective and flexible for participants, in order to help them meet their retirement savings objectives, yet simple and efficient for administrators like you. A successful 401(k) plan should not only encourage participation, but [...]

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Tags: employee benefits, employee communication, investment options, ongoing support, plan implementation, provider selection, retirement goals, retirement readiness, retirement savings, service features, talented employees, vendor selection