Archive for April, 2014

DOL Action for Restoration of Benefits

The Department of Labor (DOL) has posted a news brief about an investment advisor’s restoration of benefits to retirement plans at http://www.dol.gov/opa/media/press/ebsa/EBSA20140628.htm.  Although it is sad to hear that these events still occur, it serves as a good reminder for plan sponsors to thoroughly check out their advisors.  It is important to ensure they are acting in the best interest of plan participants and are charging reasonable fees.

Thanks for reading and have a wonderful day! Please sign up for my blog and follow me on twitter @ChristineGurney. Please follow me on Pinterest at http://www.pinterest.com/chrisgurneyerpa/. Please like my facebook author page at http://www.facebook.com/ChristineGurneyHsiung. If you have not already done so, please check out purchasing my book on amazon at http://www.amazon.com/Short-Guide-Finding-Value-Administrator/dp/147912821X/ref=sr_1_1?ie=UTF8&qid=1354850566&sr=8-1&keywords=christine+gurney+hsiung or from the publisher at https://www.createspace.com/3964647.

April 25, 2014 at 1:02 pm Leave a comment

Artist Retirement Alternative

I found an interesting article on CNN.com entitled “Artists Paint Their Way to Retirement” by Jason Sanchez and located at http://money.cnn.com/2014/04/16/smallbusiness/artist-pension-fund-retirement/index.html. It is important to note that, assuming the reporting is accurate, that this is not a true pension fund. It should not be mistaken with a qualified plan, and I am certainly not advocating its use. I actually think the deal seems particularly bad for the artists, but I did think it was interesting to share what was out there. Personally, I think a traditional retirement account route would be better, but since the artists hand over their own art rather than cash, it’s a gamble they are apparently willing to make.

Thanks for reading and have a wonderful day! Please sign up for my blog and follow me on twitter @ChristineGurney. Please follow me on Pinterest at http://www.pinterest.com/chrisgurneyerpa/. Please like my facebook author page at http://www.facebook.com/ChristineGurneyHsiung. If you have not already done so, please check out purchasing my book on amazon at http://www.amazon.com/Short-Guide-Finding-Value-Administrator/dp/147912821X/ref=sr_1_1?ie=UTF8&qid=1354850566&sr=8-1&keywords=christine+gurney+hsiung or from the publisher at https://www.createspace.com/3964647.

April 16, 2014 at 2:28 pm Leave a comment

Retirement Savings Fitness

The Department of Labor has a nice pamphlet that they have put out for the public. The blog article, “Take Control of Your Financial Life” by Phyllis Borzi discusses the importance of tracking your financial goals and is located at http://social.dol.gov/blog/take-control-of-your-financial-life/. I recommend clicking on the Savings Fitness article by the EBSA link at http://www.dol.gov/ebsa/pdf/savingsfitness.pdf. It provides easy to understand retirement planning help and will likely provide help in putting together retirement plan goals for most individuals.

Thanks for reading and have a wonderful day! Please sign up for my blog and follow me on twitter @ChristineGurney. Please follow me on Pinterest at http://www.pinterest.com/chrisgurneyerpa/. Please like my facebook author page at http://www.facebook.com/ChristineGurneyHsiung. If you have not already done so, please check out purchasing my book on amazon at http://www.amazon.com/Short-Guide-Finding-Value-Administrator/dp/147912821X/ref=sr_1_1?ie=UTF8&qid=1354850566&sr=8-1&keywords=christine+gurney+hsiung or from the publisher at https://www.createspace.com/3964647.

April 11, 2014 at 11:20 am Leave a comment


Christine Gurney

A pension professional who shares her thoughts and ideas about the pension world for industry members and anyone else interested.

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