Category: 401k Plans

18 Jun

Katrina Bell and Mike Walters Named Partners with New Roles

PORTLAND, Ore., June 17, 2019 /PRNewswire/ — Deschutes Investment Consulting proudly announces the promotion of Katrina Bell to Partner and President Deschutes Retirement Plan Services. Since joining the firm in 1998, she has played a key role in the firm’s development by managing client relationships and overseeing marketing and client engagement programs. “Katrina has worked with me at Deschutes and other financial companies […]

28 Nov
portfolio benchmarks

Is your retirement portfolio keeping up?

As you might expect, during times of increased volatility, we field more questions from clients about whether their portfolios are performing up to par. What is “par” for your portfolio anyway?  The short answer is “it depends.” I often hear people talking about the “market.”  The “market” was up by 500 points or down by […]

13 Nov

More Choices, More Confusion

Part II of a series on 401(k) best practices. Read Part I. The attitude toward retirement was changing back in the early 1980s. The concept moved from retirement as a reward given by the company for a long and loyal career, to one of personal responsibility. Employees loved the control they could have with the […]