Karr Barth Administrators, Inc.’s Post

Informative read on the benefits of 401(k) Excess Plans. It's a great way for companies to support the long-term financial security of their key leaders. Be sure to look into your company's offerings. #RetirementSavings #FinancialPlanning

Dave Ramsey has issued some blunt retirement advice to Americans about the benefits and pitfalls of 401(K) and IRA retirement plans. Read the full story: https://bit.ly/4gMhhaT

How can the retirement industry solve the core challenges affecting retirement security? We look toward TIAA’s Retirement Bill of Rights to provide the blueprint in our new publication. #nextAdvisor https://bit.ly/4dSnjps

This essential mini-course caters to all seeking efficient retirement planning, including tax practitioners. Maximize your tax savings, analyze your retirement income needs, understand Social Security benefits, and explore distribution options from IRAs and retirement plans. Enroll now https://buff.ly/3Pf0JfH

Since the passage of the Employee Retirement Income Security Act (ERISA) in 1974, the retirement industry has been reaching new heights in providing participants with better retirement outcomes. To quantify the impact of #ERISA, Morningstar Retirement researchers Spencer Look, FSA and Jack VanDerhei simulated what would happen without the defined-contribution (DC) system as we know it today. Check out the infographic below and download the paper: http://spr.ly/6040Si7Fy! Important disclosures: spr.ly/1588

How can the retirement industry solve the core challenges affecting retirement security? We look toward TIAA’s Retirement Bill of Rights to provide the blueprint in our new publication. #nextAdvisor https://bit.ly/3QViRwo

Ninth Circuit explains what the Q in QDRO means; SECURE 2.0 in 2025: Big plan design changes; Understanding when a retirement plan audit is required; ... and more -- BenefitsLink Retirement Plans Newsletter, November 13 https://lnkd.in/emvkg-7x

Are you truly ready for retirement? 🤔 Evaluating your retirement income needs is essential for a secure future. Our latest blog breaks down the steps to assess your readiness and bridge any income gaps. Don't leave your retirement to chance—check it out now! https://lnkd.in/ez2XwJg5 #RetirementPlanning #FinancialSecurity #SmartInvesting 💼💰

Maximising Your Retirement Contributions: Planning for the Future 💰 Your retirement savings are a crucial part of your financial well-being. 401(k) contributions are tax-deferred, allowing for tax savings now and contributing to retirement accounts early maximises compound interest over time. Let's invest in your future together! #RetirementPlanning #FinancialSecurity

We’ve passed the point where we can expect a company to solely take care of our retirement needs. Let’s talk about how you can take command of your retirement income needs through a pension-like annuity.