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"Straight Talk About Your Money" The 401(k) Fiduciary

Straight Talk About Your Money" The 401(k) Fiduciary. Mark Folgmann The Author of "Straight Talk About Your Money" For The Grand Traverse Insider. Wednesday, March 21, 2012. I thought I hired a “Financial Planner”. On the other end of the spectrum only 22% of advisors claimed to be an investment planner while they determined 56% were actually using this business model for their practice. This becomes a problem when the general public thinks they are getting one thing and they end up getting something else.

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Straight Talk About Your Money The 401(k) Fiduciary. Mark Folgmann The Author of Straight Talk About Your Money For The Grand Traverse Insider. Wednesday, March 21, 2012. I thought I hired a “Financial Planner”. On the other end of the spectrum only 22% of advisors claimed to be an investment planner while they determined 56% were actually using this business model for their practice. This becomes a problem when the general public thinks they are getting one thing and they end up getting something else.
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"Straight Talk About Your Money" The 401(k) Fiduciary | www401kmastercom.blogspot.com Reviews

https://www401kmastercom.blogspot.com

Straight Talk About Your Money" The 401(k) Fiduciary. Mark Folgmann The Author of "Straight Talk About Your Money" For The Grand Traverse Insider. Wednesday, March 21, 2012. I thought I hired a “Financial Planner”. On the other end of the spectrum only 22% of advisors claimed to be an investment planner while they determined 56% were actually using this business model for their practice. This becomes a problem when the general public thinks they are getting one thing and they end up getting something else.

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www401kmastercom.blogspot.com www401kmastercom.blogspot.com
1

"Straight Talk About Your Money" The 401(k) Fiduciary: June 2011

http://www401kmastercom.blogspot.com/2011_06_01_archive.html

Straight Talk About Your Money" The 401(k) Fiduciary. Mark Folgmann The Author of "Straight Talk About Your Money" For The Grand Traverse Insider. Saturday, June 11, 2011. SEPs; The Good, the Bad and the Ugly. Last month we talked about how a SIMPLE was like flying from coast to coast sitting in a middle seat instead of first class. After thinking about it I realized I was completely wrong. Let’s start with only an employer contribution; that’s right no employee contributions. Statistics I’ve read ...

2

"Straight Talk About Your Money" The 401(k) Fiduciary: February 2010

http://www401kmastercom.blogspot.com/2010_02_01_archive.html

Straight Talk About Your Money" The 401(k) Fiduciary. Mark Folgmann The Author of "Straight Talk About Your Money" For The Grand Traverse Insider. Friday, February 19, 2010. How’s That Working For You? What are you thinking and what will it take for you to get rid of your advisor? Must you lose all your money? Dr Phil says it best when he asks “How’s that working for you”? In this case, the right question is, "When do I re-evaluate my advisor? Ark Advisors the firm that safeguards your retirement income.

3

"Straight Talk About Your Money" The 401(k) Fiduciary: I thought I hired a “Financial Planner”

http://www401kmastercom.blogspot.com/2012/03/i-thought-i-hired-financial-planner.html

Straight Talk About Your Money" The 401(k) Fiduciary. Mark Folgmann The Author of "Straight Talk About Your Money" For The Grand Traverse Insider. Wednesday, March 21, 2012. I thought I hired a “Financial Planner”. On the other end of the spectrum only 22% of advisors claimed to be an investment planner while they determined 56% were actually using this business model for their practice. This becomes a problem when the general public thinks they are getting one thing and they end up getting something else.

4

"Straight Talk About Your Money" The 401(k) Fiduciary: SEPs; The Good, the Bad and the Ugly

http://www401kmastercom.blogspot.com/2011/07/seps-good-bad-and-ugly_14.html

Straight Talk About Your Money" The 401(k) Fiduciary. Mark Folgmann The Author of "Straight Talk About Your Money" For The Grand Traverse Insider. Saturday, June 11, 2011. SEPs; The Good, the Bad and the Ugly. Last month we talked about how a SIMPLE was like flying from coast to coast sitting in a middle seat instead of first class. After thinking about it I realized I was completely wrong. Let’s start with only an employer contribution; that’s right no employee contributions. Statistics I’ve read ...

5

"Straight Talk About Your Money" The 401(k) Fiduciary: Upgrade to “First Class”

http://www401kmastercom.blogspot.com/2011/07/upgrade-to-first-class.html

Straight Talk About Your Money" The 401(k) Fiduciary. Mark Folgmann The Author of "Straight Talk About Your Money" For The Grand Traverse Insider. Thursday, July 14, 2011. Upgrade to “First Class”. The SIMPLE has been compared to having the middle seat on an airplane. Flying is a much faster way to travel long distances than driving, but it’s just not as good as having the window and definitely not as nice as flying first class. Also there is not a Roth option, loans or annual contribution increases.

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arkadvisor.com arkadvisor.com

Ark Advisors, LLC - Pension Consulting Services

http://www.arkadvisor.com/pages/401k_pension_consulting_services

Ark Advisors 401k Fiduciary Services. Provides guidance, oversight and fiduciary solutions to small business plan sponsors. The result is an integrated program that puts in place tools, processes and organizational structures leading to well-informed decision-making, risk management and a higher probability of successful outcomes. Review your existing plan documents and plan results to determine what changes need to be implemented to increase the probability of successful retirement outcomes. Establishin...

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"Straight Talk About Your Money" The 401(k) Fiduciary

Straight Talk About Your Money" The 401(k) Fiduciary. Mark Folgmann The Author of "Straight Talk About Your Money" For The Grand Traverse Insider. Wednesday, March 21, 2012. I thought I hired a “Financial Planner”. On the other end of the spectrum only 22% of advisors claimed to be an investment planner while they determined 56% were actually using this business model for their practice. This becomes a problem when the general public thinks they are getting one thing and they end up getting something else.

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