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Fast Track Your Retirement!

The year is off to a fast start, but is your retirement plan? To get your retirement plan on the fast track you need to consider increasing your deferral percentage.

Budget Act Makes Changes to Hardship Distribution Rules

Although last year’s sweeping tax reform law left the retirement plan provisions largely untouched, the recent budget deal made significant changes to the hardship distribution rules.

IRA Rollover Deadline Waiver

If you receive a distribution from an employer plan (such as when you change jobs or retire) and you don’t roll over the funds into an IRA or new plan within 60 days, you can lose these benefits.

New Tax Reform Bill: Loan Rollover Rules Impacted

The President has directed the Department of Labor to determine how the new tax reform rules will affect retirement plan investors and providers. Here's a closer look.

Retirement for the Ages

Whether you’re 35 years from retirement or 5 years away, it’s important to review the past year and plan for the year ahead. Each stage in our life can offer different obstacles and opportunities...

IRS Announces 2018 Retirement Plan Limits

In October 2017 the IRS announced qualified retirement plan limits that will apply in 2018. Read on for more information.

Recap of Daniel O’Donnell at the Orpheum Theatre

On Wednesday, June 7, 2017, a group of 50 Festive FAIR travelers set out for Omaha. We had a full motor coach, a fearless driver, two fabulous FAIR representatives, and a fun evening ahead.

Recap of Clue: Goehner Centennial Melodrama

“So now you play our little game of murder. You try your best and play the game to win. No matter if you land on top or bottom, you’ve played it. And now it’s time to play the game again.” –“The Game"

5 Steps to Retirement Planning Success

If you're part of the 50 & Over group, saving for retirement represents one of your most important financial goals. Reaching the elusive goal requires some soul searching, long term planning, and...

Target Retirement Funds Provide Hands-Off Approach to Saving

Is there an option for someone that does not want to choose their own investments, but rather has that process done for them? The answer is yes: Target Retirement Funds.

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