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Kevin Dinino

619.739.4265 (Direct)
July 16, 2018
How Confident are 401k Participants, Really?

As the stock market has risen, so has participants’ optimism about the future. The current bull market will end eventually, but nobody knows when, or what will trigger the next recession. If you haven’t been educating plan participants about what may be ahead, you might want to get started.

June 8, 2018
IRAs Help Americans Fight For Retirement Security

IRAs have become a versatile and crucial retirement tool that helps improve retirement readiness.  When Americans have access to 401(k) plans and IRAs, it’s a powerful combination that helps promote retirement readiness.

April 9, 2018
Do Millennials Really Have it Tough in 401k Saving?

This article published in 401k Specialist examines generational challenges with retirement planning, and how plan sponsors can help Millennials, and all generations, better prepare for retirement.

March 15, 2018
The Cloud Hovering Over 401k Automatic Enrollment

Automatic enrollment, along with automatic deferral escalation, was the brainchild of experts in behavioral finance who theorized that employee inertia could be used to improve retirement outcomes. While auto-enrollment has improved participation and encouraged saving, participant inertia has created new challenges for plan sponsors.

March 6, 2018
Be Prepared for the Modernization of Form 5500

This article published by Wolters Kluwer in the Journal of Pension Benefits, Autumn 2017 (Vol. 24, No. 2), discusses how plan sponsors should prepare for the proposed modernization form 5500.

January 22, 2018
When Diversification Is the Question, Alternatives Are the Answer

This article published by ThinkAdvisor, discusses the importance of a well-diversified portfolio and explains why alternative investments can provide investors with a risk/return profile that is considerably different than equities, bonds or cash.

January 9, 2018
It’s Time to Talk About Alternative Assets

This article is part of a larger campaign to educate investors about the importance of alternatives and the role they can play in a well-diversified portfolio.

October 18, 2017
Why the Time is Right for Workplace IRAs

IRAs are popular retirement rollover options, but they have not caught on as retirement savings vehicles for employees who don’t have access to employer-sponsored plans. That could change if smaller employers begin to introduce workplace IRAs.

September 19, 2017
Here’s Why (Again) 401ks Are So Important

This article published in 401k Specialist discusses the risks associated with pension plans, and the reason defined benefit plans are disappearing and 401k plans have gained popularity.

August 15, 2017
Access to Simple IRAs Could Help Solve the Small Business Crisis published this article in their 2017 Mid-Year Outlook, discussing the retirement crisis in America, and how SIMPLE IRAs may offer a solution for small businesses and their employees that may not have access to retirement savings plans.