Hypothetical Model Portfolio Quarterly Performance
As of June 30, 2026: NOT ACTUAL CLIENT RESULTSData sources: Morningstar and DFA Returns 2.0 Past performance is no guarantee of future results. Portfolio returns above are net of mutual funds’ expense ratios. The performance figures above are hypothetical and …
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Secure Act 2.0 Major Changes for 401k Plan Sponsors and Participants
Contributions Contribution Changes: Employer Matching contributions can be made as Roth (after-tax) contributions. Beginning in 2024, employers have the option to match student loan payments with a contribution to the employee’s retirement plan account. The goal is to help workers …
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