Annually, UPAL requires an Audit of its Common Collective Pooled Trust Funds which hold retirement plan core assets. If you are a participant in a participating Plan, an investor in the Pooled Funds or a Plan Sponsor and would like a copy of the Audit of the Pooled Funds, please
HEALTHCARE & BEYOND
UPAL has a long history of providing quality service to health care professionals, but UPAL membership is not limited to the healthcare industry.
Presented by Utica Physicians’ Association, Ltd. March 23, 2017 How Much of Your Retirement Savings Should You Withdraw Each Year? When Fidelity Investments asked more than 1,000 pre-retirees to guess the percentage that retirement planners would recommend, 19% said 7-9% a year. (A typical recommendation might be 4%.) Additionally, another
Monetary policy is normalizing due to economic improvement. Provided by UPAL March 23, 2017 On March 15, the Federal Reserve raised the benchmark interest rate by a quarter-point to a range of 0.75-1.00%. The increase was widely expected, and it represented a vote of confidence in the economy.1 This was the