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mark61504
Oct 15, 20211 min read
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, 20212 min read
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, 20211 min read
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, 20211 min read
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, 20211 min read
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...
29 views0 comments
mark61504
Aug 4, 20211 min read
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, 20212 min read
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...
20 views0 comments
mark61504
Jul 7, 20211 min read
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, 20211 min read
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, 20211 min read
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...
16 views0 comments
Mark Ivcevich
Feb 11, 20211 min read
Why is Past Performance Definitely Not Indicative of Future Results?
Recency bias is a tricky thing.
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Mark Ivcevich
Jan 27, 20212 min read
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, 20212 min read
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...
14 views0 comments
Mark Ivcevich
Jan 6, 20211 min read
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, 20202 min read
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...
4 views0 comments
Mark Ivcevich
Dec 11, 20201 min read
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, 20201 min read
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 28, 20201 min read
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 26, 20201 min read
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