The NY State Deferred Compensation program has recently begun changing the way participants can log in to their retirement account online. There are TWO important changes. Many (but not all) participants are being asked to update their username. This is especially...
The Retirement Plan Statement Games are on. One of the retirement plans where I have several clients recently changed their statements. Again. This is the second major change in their statement reporting in the past six months. As a result, this set off a tizzy of...
This is a transcription of the October 17, 2012 Mullooly Asset Management podcast about taking a loan from the New York State Deferred Compensation plan Brendan: Welcome to the Mullooly Asset Management podcast for Wednesday, October 17, 2012. This is Brendan from...
This week's Mullooly Asset Management podcast focuses on the New York State Deferred Compensation plan. Tom Mullooly manages investments for over 300 different individuals who are participants in the New York State Deferred Compensation program, and he knows what some...
The New York State Deferred Compensation Plan (NYSDCP) Roth Option The NYSDCP (New York State Deferred Compensation Plan) Roth Option is a new retirement savings option available as of August 1, 2012 to all Port Authority and PATH employees. What this new feature...
Just because a particular segment of the market is doing well, we should not just act blindly. You should always look to improve your 401(k) account, or other retirement accounts. If (for example) large cap funds happen to be doing well, it is not enough to simply buy...
New York State Deferred Compensation Program: There are some changes coming in the next few weeks you should be aware of: 1. Mullooly Asset has been granted institutional access now at Schwab. What does this mean? Mullooly Asset has gathered substantial assets...
