LCMC 403(b) Retirement Plan Update

The Retirement Plan has added new Roth provisions as well as 2 new investment fund options.   Roth Provisions:  Roth After-Tax Contributions:  Participants may contribute Roth after-tax contributions to their plan account.  With Roth contributions, the dollars going into the plan have already been taxed, thus, no tax when withdrawn at retirement. Earnings of Roth contributions are tax-free when withdrawn at retirement ... [...]

Socially Responsible Fund Update

We recently added an additional investment option in the LCMC retirement plan.  Many people want to invest their money according to the values that drive other decisions in their lives.  And subsequently, I’ve been asked by some participants in the plan about socially conscious investing.There is an entire subset of the investment industry called socially responsible investing.  I became initially interested in this over ... [...]


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