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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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Blog

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...

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...

How Often Should You Be Benchmarking Your 401k, and Why You Need to Know

The Department of Labor requires you to benchmark your 401K at least once every three years, but it's actually recommended that you benchmark your 401K more frequently. Benchmarking is important because you'll need to evaluate your current 401K plan against other...

4 Ways to Tell Your Company is Ready for a 401k

If your business is not offering a retirement plan, you're missing out on a lot of benefits. It's not only suitable for your employees but also for you as a business owner. You might be reluctant to offer a 401k plan due to concerns on issues related to...
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...

read more
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...

read more
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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3 Steps to a 401K for Your Small Business

3 Steps to a 401K for Your Small Business

Small business owners may think that a 401(k) retirement plan is too complex to implement and too costly to maintain.  But offering a retirement plan is crucial to attracting and retaining employees. Nearly 51% of employees joined their current company because of the...

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Why Your Start-Up Needs a 401K Plan

Why Your Start-Up Needs a 401K Plan

Most business startups are focused on selling their products or services.  That's understandable.  If you're not selling, you're not generating revenue, and without reliable cash flow, your company struggles to survive.   But not too long after launching a business,...

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