Accredited Fiduciary Process
Compliant, prudent fiduciary processes with superior investment selection and monitoring to ensure the performance and cost objectives of your retirement plan are being met.
The CecilCo Participant Experience
Providing a "Concierge" approach focusing on Transaction Assistance, Retirement Readiness and Financial Wellness for participants in all generations and life stages.
Expert Plan Consulting and Administration
Offering ERISA Guidance and Third Party Administration that goes well beyond basic compliance. We provide a rare "Co-fiduciary" approach that ensures compliance as well as a smooth and easy plan experience.Learn More
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Beware of these traps that could upend your retirement.
It's important to understand the pros and cons when considering a prepaid debit card.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
It's important to make sure your retirement strategy anticipates health-care expenses.
Lifestyle considerations in creating your retirement portfolio.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Use this calculator to compare the future value of investments with different tax consequences.
Assess how many days you'll work to pay your federal tax liability.
Estimate your monthly and annual income from various IRA types.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Enter various payment options and determine how long it may take to pay off a credit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Do you know how to set up your financial goals for success? This knight does.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Peer-to-peer payment apps are one of the newest ways to send money.
What if instead of buying that vacation home, you invested the money?
You’ve made investments your whole life. Work with us to help make the most of them.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.