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Simplifying Retirement

Setting up retirement plans can seem complex and intimidating. Follow along with us as we simplify the process, define terminology, reiterate important deadlines, and find solutions in an easy to understand method.

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A Retirement Plan for Any Company

If you are considering a retirement plan for your business, a payroll deduction IRA is the simplest option. No plan documents are needed. As an employer, you have no filing requirements, and you do not make contributions. What could be simpler than that? A payroll...

Retirement 101: What Is a Record Keeper?

When looking through retirement packages, you may notice that there are not only a lot of options, but there are a lot of people that are involved with the whole process. Understanding these different individual roles and the functions they play in your overall...

Debunking Your Biggest 401k Fears

  Starting a new 401(k) match plan can be daunting. So many impactful questions arise when the time comes for a business to consider adding this benefit. If you find yourself thinking more and more about a 401(k) match, keeping the facts straight is important....

How a Safe Harbor 401k Can Help Business Owners Save For Retirement

  When you are a business owner, your priority is to generate revenue in your company. You want to hire the best talent to maximize your profits through improved performance and productivity. One way to attract high-quality personnel is by offering an attractive...
A Retirement Plan for Any Company

A Retirement Plan for Any Company

If you are considering a retirement plan for your business, a payroll deduction IRA is the simplest option. No plan documents are needed. As an employer, you have no filing requirements, and you do not make contributions. What could be simpler than that? A payroll...

read more
Retirement 101: What Is a Record Keeper?

Retirement 101: What Is a Record Keeper?

When looking through retirement packages, you may notice that there are not only a lot of options, but there are a lot of people that are involved with the whole process. Understanding these different individual roles and the functions they play in your overall...

read more
Debunking Your Biggest 401k Fears

Debunking Your Biggest 401k Fears

  Starting a new 401(k) match plan can be daunting. So many impactful questions arise when the time comes for a business to consider adding this benefit. If you find yourself thinking more and more about a 401(k) match, keeping the facts straight is important....

read more
Retirement 101: Non-Discrimination Testing

Retirement 101: Non-Discrimination Testing

  There are a lot of benefits that come with a 401(k) retirement savings plan. Not only is it a great incentive to retain employees, but it's a great way to plan for retirement and save on taxes. However, because of the substantial tax benefits that go with a...

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How the SECURE Act Effects 401(k)s

How the SECURE Act Effects 401(k)s

How The SECURE Act Affects 401(k)s Recently, Congress passed one of the largest changes to the retirement plan industry in a decade. The Setting Every Community Up for Retirement Enhancement Act, also known as The SECURE Act, has been years in the making. The SECURE...

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What it Means to be a Prudent Investment Steward

What it Means to be a Prudent Investment Steward

The most heavily scrutinized fiduciary duty of a plan sponsor is its role as an Investment Steward, which also extends to members of the plan’s investment committee, trustees, and anyone else who is involved in the oversight of investment decisions for the plan....

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