Going Solo – 401(k)

Self-employment isn’t for everyone. The responsibilities of maintaining the business, providing excellent care for your customers, and staying ahead of your competitors all rest entirely on your shoulders. When considering your options for saving for retirement, your time is extremely limited. Perhaps you’ve participated in a 401(k) plan in the past but assumed this option was off-limits…

Back to School – 401(k) Edition

What makes 401(k) plans so popular, and who can sponsor and participate in these plans? Our 401(k) refresher sheet answers these questions, and more! If you’d like a more in-depth lesson on 401(k) plans or other retirement plan options, contact your financial advisor. Advisors, if you’re looking for a valuable resource and local expert on retirement…

3 Things the Olympics Can Teach Us about Retirement Readiness

The 2016 Olympic Games kicked off in Rio this past weekend. Even if you’ve been hiding under a rock for years, you understand the idea of the Olympics. Top-tier athletes from around the world gather to compete in their respective sports, or games, to achieve ultimate victory for themselves and for their country. What could…

50 Going on 65

At what point is it too late to start saving for retirement? Are you already past the point of no return (literally?) Rest assured, there are still steps you can take. Catch Up Contributions Three tomatoes are walking down the street — a papa tomato, a momma tomato, and a baby tomato. Baby tomato starts…

Retirement Plan Road Map

Setting up a 401(k) plan is similar to planning for a road trip. There are many options to choose from when considering routes to take, friends (and snacks) to bring along, locations to stop in and of course, the final destination. All of these must be chosen according to your schedule, your budget and your…

Beach Ready 401(k) Plan

Summer is here! Most of us have spent our time since New Year ’s keeping resolutions to finally get ourselves “beach ready.” Now the kids are out of school, vacations are on the horizon, pools are open and the heat is on. All of these make it difficult to muster the will to work and may…

Straw, Stick and Brick House TPAs.

As a service provider and expert in retirement plan compliance and consultation, we’ve seen our fair share of poor plan designs and compliance work on plans we take over. While there are dozens of reasons a plan may go awry, we find that many times the fault does not lie with the plan sponsor directly,…

The Art of Plan Design

Offering a 401(k) plan gives employees a hand up in saving for their future. However, struggles with plan participation and contributions usually stem from the lackluster features in the 401(k) plan itself. How can a Third Party Administrator help to solve this issue? Customized plan design with plan growth and Plan Sponsor goals in mind.    …

ASPPA Women Business Leaders Conference this June!

The ASPPA Women Business Leadership Forum (WBLF) will be held in New Orleans June 6 through June 9 at the Ritz-Carlton. The WBLF is a gathering of some of the best, brightest and most innovative women business owners and managers in the compliance consulting and retirement plan service industry. The WBLF is a premiere event…