401(k) Account Disconnect

Normal everyday Minnesota company retirement plan participants are required to trust a group of financial experts to provide and manage their company retirement plan accounts. The company retirement plan sponsor, the company retirement plan provider, and the mutual...

Do Your Trust Your 401(k)?

Saving for retirement through a 401(k) company retirement plan account requires a great deal of trust in your company retirement plan sponsor and your company retirement plan provider. It also requires a great deal of trust in the financial advice industry. In the...

Summer 401(k) Inflection Point

I wrote this article on May 14th, 2012 for my Golden Valley Patch Blog. The school year is winding down. College graduates are coming back home, and high school graduations are coming up. It the time of the year that most people are making summer plans of all kinds....

Best and Good for Your 401(k)

Your Minnesota company retirement plan provider is obligated by law to offer and review annually your company retirement plan mutual fund options.  Your company makes every effort to provide retirement plan mutual fund options that are “good for you.” Your company...

The Right 401(k) Advice Questions

More and more of the Minnesota company retirement plan participants I meet with tell me that they are currently receiving investment advice on their company retirement plan account from their existing investment advisor. I think that is great news. Any existing...