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mark61504
- Oct 15, 2021
- 1 min
All-Time High Anxiety
Do market highs lead to market lows? If you listened to investment news media, everything has to be either an all-time high or an...
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mark61504
- Sep 29, 2021
- 2 min
Missing Participant Guidance
The Department of Labor has issued guidance to help retirement plan fiduciaries when trying to locate and distribute retirement benefits...
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mark61504
- Sep 16, 2021
- 1 min
Hiring a New Provider?
As you evaluate your retirement plan providers, you are probably adding a new line of questions to your checklist. Cybersecurity is...
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mark61504
- Sep 3, 2021
- 1 min
Cybersecurity & Your Provider
In May of this year, some of us in the South and Mid-Atlantic experienced what can happen when networks aren't secure. The Colonial...
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mark61504
- Aug 19, 2021
- 1 min
Lifetime Income Illustrations in the SECURE Act
Here they come. If your plan provider wasn't already doing this, they will be providing lifetime income illustrations beginning after...
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mark61504
- Aug 4, 2021
- 1 min
It Takes a Village
With each passing day we read in the news about yet another security breach. Whether it is our pipelines or meat processing plants,...
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mark61504
- Jul 22, 2021
- 2 min
Taking it Past the Limit
As a participant in a retirement plan, you have many ways to get money into your plan. Pre-tax deferrals, Roth contributions, match...
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mark61504
- Jul 7, 2021
- 1 min
I thought I fired that guy?
In January of 2021, the US Department of Labor published compliance assistance release No.2021-01 regarding the investigation process and...
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mark61504
- Jun 30, 2021
- 1 min
Is Data Valuable and How Should Committees Document Their Review?
YES, data is very valuable. Some recent court cases against institutions of higher learning's 403b plans and against Shell Oil Company...
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mark61504
- Jun 17, 2021
- 1 min
You did it, now what's next?
After decades of saving, you paid off the home, you saved in your retirement plan, and hopefully, you have some money left over after you...
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Mark Ivcevich
- Feb 11, 2021
- 1 min
Why is Past Performance Definitely Not Indicative of Future Results?
Recency bias is a tricky thing.
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Mark Ivcevich
- Jan 27, 2021
- 2 min
How are Roller Coasters & Investing Alike?
Of course we all know about the ups and downs that the market can provide to your investments. We experienced them in 2000, 2001 and...
10 views0 comments
Mark Ivcevich
- Jan 14, 2021
- 2 min
Does Fixed Income Still Work with Rates Low?
With stocks on a tear as of 12/3/2020, many globally diversified and balanced investors are wondering why they should maintain any...
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Mark Ivcevich
- Jan 6, 2021
- 1 min
Cash Rules Everything Around Me….
As a rule of thumb, it can be helpful to maintain some savings for a rainy day. During times of high anxiety, it can be reassuring to...
6 views0 comments
Mark Ivcevich
- Dec 15, 2020
- 2 min
2021 is almost here, give your future self a raise
For many retirement plan savers, we frequently set a plan in place and leave it alone. Hopefully at a minimum our plan included...
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Mark Ivcevich
- Dec 11, 2020
- 1 min
Market Returns through a Century of Recessions
If the past decade has taught us anything, it is that investing can be hard and still very rewarding. As investors, it is very hard to...
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Mark Ivcevich
- Dec 2, 2020
- 1 min
It Takes Two…
No we aren’t referring to the tango nor are we talking about the classic middle school dance anthem by Rob Base & DJ EZ Rock. We are...
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Mark Ivcevich
- Oct 29, 2020
- 1 min
Jimmy Carter or George H.W. Bush, who ya got?
Every two to four years, we tend to have the same questions from clients. Who is better for stocks, Republicans or Democrats? In many...
16 views0 comments
Mark Ivcevich
- Oct 27, 2020
- 1 min
2021 Retirement Plan Limits
The 2021 retirement plan limits have been announced and not surprisingly, they look at lot like the 2020 limits. Yes, there have been...
5 views0 comments