Sentences with phrase «plan investment options»

- Be sure to study your retirement plan investment options and decide on the potential rewards vs. risks levels you are comfortable with.

We offer both open architecture and group annuity platforms as plan investment options.

Instead, they force sponsors to pay at least a portion of their 401 (k) admin fees from plan assets by limiting plan investment options to funds that pay them hidden 401 (k) fees like revenue sharing and / or annuity wrap fees.

Review plan documents and the IRA agreement, as well as the prospectuses for plan investment options and any other investments that you are considering.

Transfers from other retirement plans or other plan investment options into the Balanced Strategy portfolio

The Thrift Savings Plan investment options, withdrawal and tax information are the same for both CSRS and FERS employees.

Speaker Patrick Hagen, regional business development manager of The Entrust Group, helps investors understand retirement plan investment options, including offering insight into IRA / 401 (k) investments in real estate.

Review plan documents and the IRA agreement, as well as the prospectuses for plan investment options and any other investments that you are considering.

401 (k) providers will sometimes limit your plan investment options to a list of «preferred» funds.

Study your retirement plan investment options and decide on the reward vs. risk levels you are comfortable with.

Currently, mutual funds dominate 401 (k) plan investment options, but ETFs are making inroads into the multitrillion - dollar industry.

You may choose among the nine Plan Investment Options, but not the underlying mutual funds or other investment vehicles to which funds in the investment option may be allocated.

«From February 2010 to the present, Defendant provided the retail share class of the Fidelity Growth Company Fund (FDGRX) as a Plan investment option.

You may choose among the 20 Plan Investment Options, but not the underlying mutual funds or other investment vehicles to which funds in the investment option may be allocated.

Eight in 10 DC plan participants are very or somewhat interested in an in - plan investment option that would guarantee monthly income for life in retirement, and the same number express interest in taking money out of their plan at retirement and moving it to a financial product that would guarantee them monthly income for life.

Securities issued by an employer of employees covered by a retirement plan that may be used as a plan investment option.

Among companies that offer employer stock as an in - plan investment option, non-users invest, on average, 18 % of their balance in employer stock.