July 7, 2021
Fiduciary Advice @ Work Recap for Second Quarter 2021
Consider In-Plan Options to Facilitate Emergency Savings
Vice president and investment consultant Cliff Dunteman outlines how after-tax contributions can act as an in-plan emergency savings strategy. He then weighs the advantages and disadvantages of this approach for plan sponsors to consider.
For further discussion of out-of-plan emergency savings options, check out the recently published article in Pensions and Investments, featuring Francis Investment Counsel’s own, Alex Moen.
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