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Investment Links
- Employee Benefit Research Institute (EBRI) - EBRI studies the world of health and retirement benefits — issues such as 401(k)s, IRAs, retirement income adequacy, etc., and makes available extensive survey data at no charge.
- Financial Industry Regulatory Authority (FINRA) – FINRA is the largest non-governmental regulator for all securities firms doing business in the United States. One of FINRA's primary functions is to regulate the market for the protection of investors.
- Investors Insight
- IRA Conversion Fact Sheet, published by Morningstar
- John Mauldin’s Thoughts from the Frontline
- National Retirement Partners
- Profit Sharing/401(k) Council of America
- PLANSPONSOR Magazine
- SEC Investor Education - Learn about investing, access interactive tools for investors and read related publications.
- Social Security Online Retirement Planner
- 401(k) Day 2010 - 401(k) Day is an annual celebration spotlighting the importance of employer-sponsored profit sharing and 401(k) plans. In 2010, 401(k) Day is officially September 10, 2010, the Friday after Labor Day.
- 401khelpcenter: Unbiased information for plan sponsors, retirement plan professionals, small business and plan participants
- 401k.org: a public service to help individuals learn about saving and investing for retirement.
Books to Consider
- Cowboy Ethics, by fellow Austinite James P. Owen
- The Intelligent Investor: The Classic Text on Value Investing, by Benjamin Graham
- Best Practices for 401(k) Plan Investment Committees, by Rocco DiBruno
- The New Fiduciary Standard: The 27 Prudent Investment Practices for Financial Advisers, Trustees, and Plan Sponsors, by Tim Hatton
- The Management of Investment Decisions, by Donald Trone
- Understanding ERISA: A Compact Guide to the Landmark Act, by Ken Ziesenheim
- Buckets of Money: How to Retire in Comfort and Safety, by Raymond J. Lucia
- The RETIREMENT Catch-up Guide: 54 Real-Life Lessons to Boost Your Retirement Resources Now, by Ellen S. Hoffman
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Information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. It is given for informational purposes only and is not a solicitation to buy or sell the securities mentioned. The information is not intended to be used as the primary basis for investment decisions, nor should it be considered as advice of professionals, as appropriate, regarding the evaluation of any specific information, opinion, advice or other content.