David Lerner Associates News


28 Mar 2018 -

There are many unknown factors when it comes to saving for your retirement. It can be a guessing game, especially when you don’t have the knowledgeable guidance of a financial professional.

David Lerner Associates: "Qualified plan" - What does it mean?

27 Aug 2014 - There are numerous different types of qualified plans, but they all fall into two categories. The advantages you receive from the plan depend upon investment performance.

How to Get the Most Out of Your 401(k) Plan

3 Jan 2014 - If you are enrolled and actively participating in a 401(k) retirement plan at your place of employment, congratulations. This is one of the best things individuals can do to help prepare for a financially secure retirement.

David Lerner Associates: Do You Have a Zombie 401(k)?

20 Aug 2013 - Zombies have become all the rage recently with the popularity of movies and TV shows like Zombieland and The Walking Dead. But theres a sort of financial zombie that can cause very real harm to your retirement plan: the zombie 401(k).

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