What’s A Target Date Fund? | Target Date Fund Definition Aug 20, 2020 Also referred to as “lifecycle funds”, target date funds are an increasingly popular investment option in employer-sponsored 401(k) plans and if your company retirement plan has a default...
What’s Forbearance? | Forbearance Definition May 26, 2020 What’s forbearance? Should I consider forbearance with my mortgage or student loan? Annex Wealth Management’s Tom Parks answers those questions and discusses an often-overlooked point when it...
What’s A Furlough? | Furlough Definition May 28, 2020 What’s a furlough? How is it different from a layoff? Annex Wealth Management’s Tom Parks answers those questions and discusses what to expect if you’re facing a furlough. Learn more about...
What’s Auto Enrollment? | Auto Enrollment Definition Mar 12, 2020 What’s auto enrollment? What decisions do employers need to make when instituting this benefit? Annex Wealth Management’s Tom Parks answers those questions and discusses what auto...
What’s An ERISA Safe Harbor? | Safe Harbor Definition Mar 5, 2020 What’s an ERISA safe harbor? How do I take advantage of a safe harbor? Annex Wealth Management’s Tom Parks answers those questions and discusses what safe harbor means to employers....
What’s ERISA? | ERISA Definition Feb 20, 2020 What’s ERISA? Where did the term come from, and what does it have to do with Employer-Sponsored Retirement plans? Annex Wealth Management’s Tom Parks answers those questions and discusses what ERISA means...
