Having a well-crafted Investment Policy Statement (IPS) is crucial when managing company retirement plans. An Investment Policy Statement (IPS) is an irreplaceable tool for making well-informed investment decisions that align with the goals and values of the plan. In spite of an … [Read more...] about An Investment Policy Statement: A Must-Have for Company Retirement Plans
Business Planning
PEP for Small Businesses: Benefits and Drawbacks Guide
Retirement planning can be complex, especially for small companies. In recent years, the introduction of Pooled Employer Plans (PEPs) offers a new retirement plan option for employers. PEPs allow multiple unrelated businesses to join and offer a single 401(k) plan. There are … [Read more...] about PEP for Small Businesses: Benefits and Drawbacks Guide
A Buy-Sell Agreement Adventure
A fictional finance story for business owners to learn about buy-sell agreements. Stan and Leigh are owners of Fabulous Adventure Comics, LLC, the largest comic book store in Texas. And that's really big! Stan and Leigh have been 50/50 business partners for a long time. Plus, … [Read more...] about A Buy-Sell Agreement Adventure