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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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Do I Need a Financial Advisor for a 401K?

You might be wondering if you need a financial advisor for your 401(k). Many employers, especially small business owners, are hard at work managing their own business and working closely with their customers or clients. A financial advisor can help you tackle the...

Plan Trustee: What Do They Do and Why Are They so Critical?

Most people tend to think that because their employers contribute money that goes into their retirement plan that they play the most significant role. However, in order to ensure your plan's assets are managed adequately throughout your life, other essential functions...

Contribution Limits You Need to Know

What types of things should you be thinking about? Employees Can Add More Money to Their IRA's and 401k'sThe IRS will allow employees to contribute up to $19,500 for 401k's. That's up from $19,000 in 2019. Employees 50 or older can contribute an additional $6500....

The Safe Harbor 401(k) Plan: Everything You Need to Know and How to Maximize Contributions

In the United States, many businesses use the extremely popular Safe Harbor 401(k) plan. This is an employer-sponsored retirement plan that enables small business owners to make sure they are compliant with the Internal Revenue Service. They also use the Safe Harbor...
Do I Need a Financial Advisor for a 401K?

Do I Need a Financial Advisor for a 401K?

You might be wondering if you need a financial advisor for your 401(k). Many employers, especially small business owners, are hard at work managing their own business and working closely with their customers or clients. A financial advisor can help you tackle the...

read more
Contribution Limits You Need to Know

Contribution Limits You Need to Know

What types of things should you be thinking about? Employees Can Add More Money to Their IRA's and 401k'sThe IRS will allow employees to contribute up to $19,500 for 401k's. That's up from $19,000 in 2019. Employees 50 or older can contribute an additional $6500....

read more
Retirement 101: Vesting

Retirement 101: Vesting

Retirement plans are not a "one size fits all," and there are a variety of programs for you to choose from. However, it is imperative to go over your specific employer's retirement options and understand their particular requirements and how they match up with your...

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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...

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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...

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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....

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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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