Inherited IRAs and the Sidedoor 401k/403b/457b/IRA/HSA

Recently I’ve suggested to two different people something they might want to consider regarding an IRA they have inherited from a parent. While this strategy seems pretty straightforward to me, it was very much a surprise to them so I thought it might be worth a quick blog post (well, "quick" for me :-). This … Continue reading Inherited IRAs and the Sidedoor 401k/403b/457b/IRA/HSA →

Fees Matter: Vanguard, PERA, TIAA and MetLife Comparison

Inspired by some of the work Ben Johnson has been doing, I decided to revisit two posts I've previously done on the retirement plans (401k/403b/457) available through Littleton Public Schools and Douglas County Public Schools. (Note that the expense ratios are slightly lower now than when I wrote those posts.) It's probably worth reading at … Continue reading Fees Matter: Vanguard, PERA, TIAA and MetLife Comparison →

PERA Votes to Switch from Voya to Empower

The PERA Board voted, pending final contract negotiations, to switch record keepers for the Defined Contribution plans (which includes the 401k/457b plans) from Voya to Empower. Voya came in second place in the RFP process, and it would've been "fine" to continue with them, but staff, the consultant, and the Board all thought Empower would … Continue reading PERA Votes to Switch from Voya to Empower →