Category Archives: Curtis’s Blogs

Costco is slashing prices on everything … except their retirement plan (lawsuit alleges)

Posted on by Curtis Auffenberg

This entry was posted in Artesys, Curtis's Blogs, Educational, Plan Sponsor, Retirement. Bookmark the permalink.

Last month, a participant in the Costco 401k plan (which has roughly 170k+ participants and $15B Assets) filed a lawsuit against the company citing damages from ERISA violations. I read the almost 40-page class action complaint and wanted to break it down as simply as I could. The lawsuit alleges that…

Hindsight is not 2020

Posted on by Curtis Auffenberg

This entry was posted in Curtis's Blogs, Educational, Investing. Bookmark the permalink.

They say hindsight is always 2020, but this year has been anything but clear. 2020 started off with all-time market highs, but in February stores closed their doors for the long quarantine. From mom-and-pop shops, hair salons, and restaurants to massive corporations, airliners, manufacturing plants, and retail stores. Few companies…

Job Hopping Should Not Stop You From Contributing To Your Retirement Plan

Posted on by Curtis Auffenberg

This entry was posted in Curtis's Blogs, Educational, Millenials. Bookmark the permalink.

  Too often when friends and younger family members ask me what I do for a living, and i tell them I work with retirement plans, I hear the reply “Oh I have been meaning to start one of those” Millennials (born in the early 80s through mid 90s) in particular…