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…

7 TPA Super Powers to the Rescue

Taking on a 401(k) or another retirement plan for yourself or your employees is a major responsibility. Keep a super-powered TPA by your side to lighten the load and keep you out of harm’s way! In short, Compliance Consultants, or Third Party Administrators, work with business owners, their financial advisors, and CPAs to setup and…