The Lynn Advisory Group, LLC

People Are Your Most Valuable Asset

Welcome
We hope that you find this website useful in learning about our value added services. Our firm provides services to companies in the area of qualified pensions, 401k`s and non-qualified plans. We network with leading vendors, third party administrators, lawyers and accountants. In addition to our pension consulting, we provide investment and retirement planning advice to individuals.

If you would like to be put on our mailing list which highlights recent changes in the areas of pension and 401k along with ideas on retirement and investment planning please e-mail us by clicking on the contact tab.
Our Firm
 
We are pension consultants helping companies in the area of qualified and non-qualified pension plans, 401(k) plans, executive benefits and employee benefits. Our objective is to provide companies that do not have a human resource department a source to provide these services to their employees and for companies that do have a human resource department a service to assist them in providing their service.
We offer companies help in meeting their fiducary responsibility through our annual Fiduciary Due Diligence Report, employee education and employee advice.

We network with the leaders in the fields of law, accounting, insurance, banking and third party administration. We select the top vendors in the field of qualified and non-qualified pensions to meet our clients needs.
 
Our People
 
Richard B. Curtin  President of The Lynn Advisory Group LLC has been a Registered Investment Advisor and Registered Representative for the past15 years. He is a member of the American Society of Pension Professionals and Actuaries and serves on the organization's planning committee for the ASPPA 401(k) Sales Summit. He is also a member of the Society of Human Resource Managers, the Northern New Jersey / Rockland SHRM Chapter and the Human Resource Society of NYC.

Karen Notgarnie- Administrative Assistant to the President.
Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

More Calculators →

Newsletters

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Investing in the Future

Due to the fiscal struggles of state governments, in-state tuition and fees at public four-year colleges and universities rose dramatically for the 2011-12 school year. The cost of private institutions also continues to increase. This article presents information on the cost of a college education and how a 529 plan may be a helpful savings vehicle.

Rethinking the Role of Household Debt

Many people aspire to pay off their home mortgages before retirement, but the housing situation and a weak economy have taken a toll on the finances of many older Americans. There are some compelling reasons why pre-retirees might want to consider maximizing their retirement plan contributions and avoid carrying large amounts of debt into retirement.

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