Challenge and Solution


A client with a large, professional workforce had a 401(k) plan with no match, but a large profit sharing plan in place. Employees were receiving a larger-than-normal profit sharing contribution from the company, but were not seeing the benefit of such a bonus. Instead, employees were comparing the lack of a company match to the sizable match given by mega-companies in the area.

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At the end of 2008, the market broke sharply and most asset classes dropped in value. Surprisingly, this included bonds. Money market rates dropped, as well, and corporate CFO's and treasurers were left with significant amounts of cash paying virtually no returns.

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These are hypothetical examples for illustration purposes only. Actual investor results will vary.