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June 10, 2023

401(k)s

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Most 401(k) Plans Survived the Recession Intact

March 21, 2013 Calbroker Admin

Research discovered that 88 percent of companies maintained matching 401(k) contributions over the past five years. Among the 12 percent of companies that either suspended or eliminated their retirement contribution programs, 5 percent have since […]

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Never Too Late to do Retirement Planning

March 4, 2013 Calbroker Admin

Some of the assumptions we’ve made for generations about the best way to save and plan for retirement may no longer be true. The decline in housing and stock prices beginning with the 2008 crash, […]

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Retirement Planning’s ‘Magic Numbers’

January 25, 2013 Calbroker Admin

Fidelity Investments, the nation’s largest provider of 401(k) plans has come up with a magic number to determine when your clients are saving enough. Typical wage earners, it said, should aim to save at least eight […]

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