Guidance Point RS
@GuidancePointRSGuidance Point Retirement Services is a 100% fee-for-service independent retirement plan consulting firm. RTs and follows are not endorsements.
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According to GOBankingRates 24% said their top worry was they possibility that they would never be able to retire hubs.ly/H08bZ5n0
Capital Markets Review Second Quarter '17-The 10th Anniversary of the start of the Financial Crisis. hubs.ly/H083D6P0
A person saving at 25 who expects to retire at 67 should have saved amount equal to their annual salary at age 30. hubs.ly/H07-GQk0
Your beneficiary designations on your retirement accounts/insurance will actually supersede your will. Be sure yours are up-to-date!
According to a 2016 FINRA report, only 39% of Americans have tried to calculate their retirement savings needs. Don't be caught unprepared!
Don’t forget retirement assets are NOT included in the “expected family contribution” when determining school financial aid, so keep saving!
Even more surprising, of those surveyed by Vanguard, one-third had an account balance of less than $10,000!
A 2017 Vanguard report surveyed over 4 million participants and found that the median retirement account balance in 2016 was just $24,713!
A study by the Government Accountability Office reported Social Security recipients can count on just $17,000 per year in retirement!
An organization that doesn’t value governance usually doesn’t understand why saying "I don't know" is problematic. hubs.ly/H07CQL50
First the organization must ensure that the plan document specifies if administrative expenses are allowed to be payable by plan assets.
Our 1st Quarter Capital Markets Review is now available. Read more on our blog - hubs.ly/H075bJz0 by @blackbear21
Guidance Point Retirement Services Welcomes Amy Clark as Marketing Manager hubs.ly/H06XncW0 by @blackbear21
Guidance Point Retirement Services Welcomes Amy Clark as Marketing Manager hubs.ly/H06Xn2M0 by @blackbear21
Strengthen Your Governance with a 403b Fiduciary Governance Checklist hubs.ly/H06q4f30 by @ajwalker116
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Who to follow
-
American Retirement Association
@usa_retirement -
401k Best Practices
@401kexperts -
NAPA - National Association of Plan Advisors
@NAPA401K -
Retirement Advisor
@RetAdvisors -
AFS 401(k) Retirement, HUB International Company
@AFS401k -
Benefits Adms
@BenefitsAdms -
PenChecks Trust
@PenChecks -
Mrs401k.com
@Mrs401k_com
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