Investment portfolio construction is frequently debated specifically around utilizing active funds, index funds, or both. Within defined contribution employee-directed retirement plans, we believe it ...
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I've heard of a 401(k), 403(b) and a Pension Plan. But what's this about a Cash Balance Plan? In this article, we'll dig into defining the Cash Balance Plan basics, the pros and cons of utilizing ...
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A question, or maybe even a demand, that we've been receiving more and more from our Retirement Plan Committees and their participants has been "Are there any Socially Responsible funds in our ...
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2017 was the Goldilocks Year, but what about 2018? There have been two important drivers for the strong equity rebound in 2017. First, dovish central bank policy and a weaker US dollar have resulted ...
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Our research team recently met with our dedicated Vanguard External Sales Representative, Kelly Orr. Kelly shared and discussed with our team Vanguard’s “How America Saves Study”. This report ...
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Guidance Point Retirement Services is pleased to announce we have been included on the NAPA Top DC Plan Advisors list. The National Association of Plan Advisors Top DC Advisor Firm list highlights ...
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Our research team recently met with our dedicated Defined Contribution Investment Only (DCIO) Fidelity Institutional Asset Management representative, Mike Manosh. Mike shared and discussed with our ...
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The 10th Anniversary of the start of the Financial Crisis; How much longer does the Goldilocks Scenario last? June marked the 10th anniversary of the beginning of the Financial Crisis. In June 2007, ...
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Who should we not work with at Guidance Point Retirement Services? What types of clients would we describe as "bad fits"? This is a question that we receive from time to time from our prospects. It’s ...
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