CalSavers is forcing all businesses with 5 or more employees to either get a company retirement plan in place, or send their employees to a state-designed, state-run inflexible retirement plan. Learn more and how to avoid!
Chances are We'll Find a New Equation
Market Results End Q2, 2018
CALIF Rent Control Initiative - Politics, Economics, Financial Planning and Investing Intersect! Very bad for the state - EVERY ONE
Law Protects Seniors with New Approach
HSAs! Great tool for financial success! We're pleased to offer HSAs!
important links & soc media
Web site home page hereJoin us on soc media: LinkedIn Facebook TwitterYouTubeChannel
Recent 401(k) Social Media Posts May 2018
What’s a Fiscally Prudent 401k Plan?
How are 401(k) Plan Sponsors like Elected Government Officials?
Market & Model Portfolios as of March 31, 2018
The markets drew perhaps more attention than usual as they started off 2018 continuing the 2017 strong returns. Of course, markets rarely continue strong rises for long periods of time. So it was not too surprising that they stopped their rise in Q1 2018. In Q1, the model portfoilios were down from 1.3% to 1.6% with the more aggressive portfolios at the favorable end of that tight range.
My Favorite! 2017 Forecasts Reviewed!!
2018 Fiduciary Education Webinars
O'Reilly Wealth Advisors offers Fiduciary Education Webinars as part of our alliance with Two West Advisors. These webinars are designed to help plan sponsors understand and comply with the strict legal obligations that apply to plan fiduciaries under the Employee Retirement Income Security Act (ERISA) as well as applicable state laws. These webinars are also pre-approved for one HRCI or SHRM recertification hour.