by Robert C. Lawton | Jun 19, 2020 | Employee Education, Investments, Plan Sponsor Insights
If you offer a high-deductible health plan (HDHP) to your employees, all of your executives should max out their contributions to their health savings accounts (HSAs) every year. Read on to learn why this is becoming one of the most important executive benefits.
by Robert C. Lawton | Apr 17, 2020 | Employee Education, Plan Design, Plan Sponsor Insights
Weak equity markets have one silver lining for 401k plan participants with large account balances: a Roth in-plan conversion.
by Robert C. Lawton | Mar 12, 2020 | Employee Education, Plan Sponsor Insights
Recently I shared a post on retirement readiness that focused on the employer’s responsibilities in helping employees build a retirement plan balance that is sufficient for them to retire without a reduction in standard of living. But employees won’t succeed in achieving their retirement dreams unless they do their part as well.
by Robert C. Lawton | Dec 14, 2019 | Employee Education, Plan Design, Plan Sponsor Insights
A frequent question I get from 401k plan participants is “What type of contributions should I make Bob, Roth 401k contributions or traditional pre-tax 401k contributions?” It now appears that everyone would be better off making Roth 401k contributions only. Here’s why.
by Robert C. Lawton | Jun 20, 2019 | Employee Education, Plan Sponsor Insights
Follow these 10 steps to achieve your retirement goals.
by Robert C. Lawton | Feb 23, 2019 | Employee Education, Plan Sponsor Insights
Prepare your 401(k) account for the coming bear market.
by Robert C. Lawton | Feb 9, 2019 | Employee Education, Plan Sponsor Insights
It’s one of the worst financial decisions you can make.
by Robert C. Lawton | Dec 1, 2018 | Employee Education, Investments, Plan Design, Plan Sponsor Insights
You will be surprised at many of these.
by Robert C. Lawton | Oct 27, 2018 | Employee Education, Plan Sponsor Insights
You will be surprised by the answers to your most frequently asked questions.
by Robert C. Lawton | Mar 17, 2018 | Employee Education, Plan Sponsor Insights
After more than 30 years of conducting education meetings, I suggest the following 401k education best practices.