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Congratulations to my wife, Hillary Winn, on getting licensed and beginning an exciting new chapter helping individuals and families protect their retirement and financial future! After 19 years at UC San Diego in Human Resources—specializing in benefits, retirement planning, payroll, and employee advising—she discovered a passion for helping people better understand what to do with their 401(k), 403(b), and other retirement accounts after leaving an employer. Today, Hillary

In today’s fast-paced work environment, it’s easy to forget about the key details of your company’s retirement plan. Similar to how a car requires regular tune-ups to perform effectively, your retirement plan needs frequent assessments to ensure it’s running at peak efficiency. If your company has a retirement plan already in place, now is the ideal time for a checkup. This post will highlight why reviewing your retirement plan is essential, what to examine during a checkup,