by Natalie Harris | Jun 14, 2021 | Advisor Articles, Advisors, Cash Balance, Cash Balance Article, Employer Articles, Employers, Fact Sheets
With a JULY Solo 401(k) Plan, sole proprietors and other owner-only businesses can take advantage of the features of a 401(k) plan. Why Choose a Solo 401(k)? A Solo 401(k) offers a great opportunity to save for retirement while maintaining flexibility from year to...
by Natalie Harris | May 26, 2021 | Advisor Webinars, Advisors, Cash Balance, Cash Balance Webinar
Date and Time: February 20th, 2020 Watch the Webinar Explore More...
by Natalie Harris | Apr 30, 2021 | Cash Balance, Cash Balance Article, Employee Articles, Employees, Savings Tips and Traps
When you change jobs, what should you do with the money in your former employer’s retirement plan? If you have some credit card debt or other bills you need to pay, you may be thinking about taking a cash payout. You might assume it will be easy to catch up on your...
by Natalie Harris | Apr 30, 2021 | Cash Balance, Cash Balance Article, Employee Articles, Employees, Savings Tips and Traps
When was the last time you reviewed your retirement plan investments? Choosing investments isn’t a “set and forget” situation. It’s important to take a look at how your investments are doing on a regular basis. A checkup can help you spot any problems and, if...
by Leslie Smith | Mar 30, 2021 | 401(k) Closing, 401(k) Prospecting, Advisor Articles, Advisors, Cash Balance, Cash Balance Article
Many advisors will look to 2021 as a year to expand their advisory business to include more Small Business 401(k)s. Here are 4 steps to help you further your goal: 1. Take a few hours to learn more about retirement plans. Looking for a place start? Â Educate yourself...
by Paul Fennell | Jan 18, 2021 | Cash Balance, Cash Balance Webinar, Employer Videos, Employers
It’s a common story – business owners put everything into their businesses for years before being in a financial position to put real money away for retirement. Once you’re ready to really get going, we can suggest a number of retirement plan designs...