The State of Maryland is mandating that employers offer access to a retirement plan in 2023. Here are the top 5 takeaways from Jemma Financial’s webcast on MarylandSaves, Maryland’s new state-sponsored workplace retirement savings program. Nearly one million private-sector employees in Maryland have no access to an employer-sponsored retirement savings plan. If your company meets…
Below are three retirement facts about women in the workforce we thought you would find interesting. Half of women ages 55 to 66 have no personal retirement savings, compared to 47% of men. In a Bank of America survey, the majority of women report they are doing well managing their day-to-day finances but are struggling…
At Jemma Financial, we guide our plan sponsor clients through the complexities of corporate retirement plan management. The oversight of the Fund options is an important element, including the selection of the QDIA, or Qualified Default Investment Alternative. If Target Date Funds are currently the QDIA for your retirement plan, make sure you get the…
Below are three retirement facts we thought you would find interesting: Participants who consistently invested between 2010 and 2019 accumulated sizable 401(k) plan account balances. At the end of 2019, 33% had more than $200,000 in their 401(k) plan accounts at their current employers.1 Three out of four participants want advice about how much they…
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IMPORTANT NOTICE
You are now leaving the Jemma Investment Advisors, LLC Website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website. Schwab is a registered broker-dealer, and is not affiliated with Jemma Investment Advisors, LLC, or any advisor(s) whose name(s) appears on this Website. Jemma Investment Advisors, LLC is independently owned and operated. Schwab neither endorses nor recommends Jemma Investment Advisors, LLC. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Jemma Investment Advisors, LLC under which Schwab provides Jemma Investment Advisors, LLC with services related to your account. Schwab does not review the Jemma Investment Advisors, LLC Website, and makes no representation regarding the content of the Website. The information contained in the Jemma Investment Advisors, LLC Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
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