Insights: 401k

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STRATA’s Patrick Hagen Featured: “Bringing Alternative Assets Into 401(k) Plans”

Article originally published in PlanAdviser by Lee Barney –  While the stock market has recovered since its sharp 30% downturn in March at the onset of the coronavirus pandemic in the U.S., plan...

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Putting Retirement Savings to Work

Putting Your Retirement Savings to Work in a Self-Directed IRA

Saving for retirement is a top financial planning goal for most Americans, and savings habits support this sentiment. In fact, the 2020 Retirement Confidence Survey from The Employee Benefit Research...

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MarketWatch Features Kelli Click, STRATA Trust Company

STRATA’s Kelli Click Featured: “How To Decide If You Should Invest In A 401(K), Roth 401(K), or IRA or Roth IRA”

Article originally published on MarketWatch by Ellie Ismailidou -  Too much choice can sometimes be a bad thing in life and it’s no different in saving for retirement. 401(k), Roth...

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Plan Asset Rules

What You Should Know About the DOL’s Plan Asset Rules

Investment issuers need to be aware of rules from the Department of Labor that could result in a violation of prohibited transaction rules if they aren’t followed. This, in turn,...

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5 Reasons to Roll Over Your 401(k) When You Change Jobs

Thinking about rolling over an old 401(k) or other workplace retirement savings plan that’s collecting dust? When leaving a job, leaving behind a 401(k) is easy to do. After all,...

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Retirement Strategies for 2018

Retirement Strategies for 2018 Plan ahead for the year with STRATA Now that you’ve put your taxes to rest for 2017, it’s time to reevaluate your 2018 retirement strategies and...

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