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Retirement Plan Advisors
(513) 834-93839467 Montgomery Road Cincinnati, OH 45242
re(Funding) Our Future

Having too much tax withheld—which amounts to an interest-free loan to the government which then has to be paid back—has never made sense to me.

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IRS, Taxes, DebtLauren MorrisJune 3, 2015
Social Security: Maximize Your Benefit!

The average couple has about 12 different Social Security claiming strategies; unfortunately, most people don’t have a clearly defined plan for their future so they can’t take advantage of those strategies.

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Social Security, RetirementLauren MorrisMay 5, 2015
How to Develop a Successful Participant Education Program

Just as an Investment Policy Statement outlines the investment expectations for the plan, an Education Policy Statement should define the educational intentions of the plan.

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401(k), Employee Education, Investment Selection, Plan Sponsor, Education Policy Stmt.Lauren MorrisMarch 11, 2015
What's Your Risk Appetite?

Investing is a lot like sailing: you set a course and adjust for wind and tides.

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Market Volatility, Risk Management, Risk Tolerance, Risk-Based Rebalancing, Investment Policy Stmt.Lauren MorrisSeptember 8, 2014
Lessons About 401(k) Education

There's a good chance you've occasionally received emails or other communications at work encouraging you to log on to a company website or attend a meeting hosted by HR people concerning your company 401(k) plan.

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401(k), Funding Retirement, Plan Fees, Retirement, Employee EducationLauren MorrisMay 7, 2013
Find More Money to Invest in Your 401(k) With a DIY Sequester

To break with this American tradition and assure a better retirement, you can take a tip from Congress and enact your own personal sequester.

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401(k), IndividualsLauren MorrisApril 2, 2013
Taking Control of Your 401(k) Plan with an IPS

A good IPS is a living, breathing document that shifts with long-term investment market trends and changes in employee demographics.

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Investment Policy Stmt., Fiduciary, 401(k), Department of Labor, Investment SelectionLauren MorrisJuly 24, 2012
Are Your 401(k) Plan Fees Unreasonable?

Many plan sponsors have no inkling that their fees may be unreasonable for the services they’re receiving because they don’t even know the amounts involved.

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Department of Labor, Plan Fees, Fiduciary, Plan Sponsor, RFPLauren MorrisFebruary 15, 2012
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(513) 834-9383     9467 montgomery road cincinnati, oh 45242     ©2020 retirement plan advisors, all rights reserved

Securities offered through TD Ameritrade. Member FINRA/SIPC.  Retirement Plan Advisors, Ltd. is a Registered Investment Advisor in the State of Ohio.

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