If you are involved in the administration of your company’s 401k, this blog is meant for you. We want to give you insight, trends, and a little humor. Our hope that you use the information here to help you gain insight to better run your company’s retirement plan. Keep checking in.
What is My Advisor Getting Paid to Do? Every plan sponsor should be asking themselves this question periodically. You wouldn't believe how often people ask, "What exactly is my advisor getting paid to do?" The answer depends on the...Read More
Here in America, it seems easier to talk about seemingly more taboo topics than money. Because we are so protective about our finances, its little wonder retirement planning seems so mysterious to some people.Read More
Have you ever had to get your car repaired? Who hasn't? The worst part about getting a car repair done is sitting in the waiting room waiting to hear the verdict...Read More
So Much Retirement Plan Legislation The last 6 months have been full of legislation that impacts retirement plans and funds. At the end of 2019, the SECURE act was passed. On March 27th of this year, the Coronavirus Aid, Relief, and...Read More
Time for Some Upgrades Some changes don’t feel like upgrades, like adding Jar Jar Binks to the Star Wars saga – my opinion. Then there are those things that don’t change the fundamentals of a product, but still make a...Read More
Kids... I have 2 kids, a little boy and girl. They have complete trust in me. When they woke up this morning, they didn't have to wonder if me or my wife were going to take care of them today. They didn't have to worry about having...Read More
IRS Determination Letter An IRS Determination Letter is a document from the IRS that indicates the 401k plan is in line with the specific legal requirements to be a qualified retirement plan, according to tax code. Once received, the...Read More