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TEL.800-530-9896

FAX.860-329-0304

Resources

Individual Retirement Solutions

Savings Fitness: A Guide to Your Money and Your Financial Future - Starts you on your way to setting goals and putting your retirement high on the list of personal priorities.

What you Should Know about Your Retirement PlanA DOL publication that helps you understand your plan and explains what information you should review periodically and where to go for help with questions.

The Single Biggest Threat to Your Retirement - Money.com

Take This Retirement IQ Test to See What You Know – Forbes

Investing Basics: Traditional vs. Roth IRAs – Forbes

Retirement Health Care Cost - White papers by HealthView Services regarding retirement and retirement healthcare.

Key Financial Data for 2016 - A handy, easy to follow reference listing key items that affect one's personal finances.



Business Solutions

Final Regulation Relating to Service Provider Disclosures Under Section 408(b)(2) - Fact sheet developed by the Department of Labor on the final regulations of Section 408(b)(2).

Meeting Your Fiduciary ResponsibilitiesA DOL Publication that provides an overview of the basic fiduciary responsibilities applicable to retirement plans under the law.

Types of Retirement Plans - Overview of IRS rules governing different types of retirement plans.

Understanding Retirement Plan Fees And Expenses - A DOL Publication on fiduciary responsibility of understanding and evaluating the costs to a plan. 

Reporting and Disclosure Guide for Employee Benefit Plans - A quick reference tool for certain basic reporting and disclosure requirements under the Employee Retirement Income Security Act (ERISA) of 1974.



Special Considerations

Paying For College: What Every Parent (And Grandparent) Needs To Know About UTMA Accounts – Forbes 

7 Steps to a Secure Retirement For Women – Forbes 

Women: Get Real About Retirement Health Costs – Forbes 

There’s No Place Like Home – Retirement Living 

Elder Law Changes – Retirement Living

A New Medicare Study Reveals the Key Healthcare Move 89% of Americans Never Make– The Motley Fool



Additional Resources:

AARP

Albridge

American Funds

Cannon Financial Institute

Center for Retirement Research at Boston College

Cetera Advisors LLC

Department of Labor

Fidelity

FINRA

IRS

John Hancock

Medicare

MassMutual

OppenheimerFunds

Rest-of-Life Communications

SavingforCollege.com

Social Security Administration

Voya (formerly known as ING)