Complex Problems. Simplified Solutions.

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Missing plan participants? Here’s how to find them.

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The Department of Labor has recently begun putting pressure on pension plan administrators to locate any ‘missing’ participants, or terminated and fully vested participants, who haven’t received any kind of payout from the plan. There are plenty of reasons a former employee may have left money in your plan and maybe you’ve even tried contacting […]

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04 Jun
Euler's Team van - Hood to Coast

Leonhard Euler has fans in the running community

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When traveling for business (or pleasure), I see many things. However, as a mathematics major working as an Actuary, it was a pleasure to come across the Team Euler van from the Hood to Coast race here in Portland, OR. As one who recalls having to memorize Euler’s number to 15 decimal places in 11th […]

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We’re moving!

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We are pleased to announce our move to our new Connecticut headquarters, a historic building on the Colchester Town Green. With our continued growth as well as a desire to add more services & functions, as of November 1, 2015 we are relocating our Connecticut operations to: 11 Hayward Avenue, Bldg. 4 Colchester, CT  06415-1221   […]

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Top Reasons to Invest for Retirement

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Here is a breakdown of the inherent benefits and incentives involved in retirement planning. Choice There are unlimited investment options available in today’s world. You can stay with a simple index fund or you can tailor your choices. Low Costs The costs of investing in retirement plans and IRA’s have never been lower. You are […]

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Top Reasons to get Educated on your Financial Future

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Hindsight is 20/20, but that wisdom winds up arriving too late. In order to secure a satisfying and comfortable retirement, you will need to educate yourself about how to arrive at such a successful financial future. A financial advisor can handle the specifics of investment vehicles and strategies, but the long-term road map is dependent […]

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Expert 401(k) Customization for Your Retirement

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Business owners have enough day-to-day stress. The last thing you want to worry about is managing a retirement portfolio. Your future well-being depends on this kind of long-term planning, and it is important to have your needs catered to in a customized way. At Odyssey Advisors, we pride ourselves on this level of customer attention. […]

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Cash Balance vs. 401(k) Considerations for Business Owners

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If you are an owner or partner looking for larger tax deductions and accelerated retirement savings that aren’t available under a 401(k) plan, a cash balance pension plan may be the perfect solution. The cash balance plan allows employers to control how much to save for an employee’s retirement, as opposed to 401(k) plans which […]

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Three Ways A TPA Can Help Reduce Your Administrative Burdens

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As a financial advisor, one of your primary goals is to streamline the interaction between you and your clients. This eases administrative burdens on all parties. Bringing in a TPA (third party administrator) can help distribute tasks and make everything go more smoothly. You’ve probably had clients who had to handle issues ranging from ADP […]

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