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July 28, 2023 By Van Richards, ChFC Leave a Comment

Retirement Plan Mistakes: Understanding Employer Pitfalls

Retirement Plan Mistakes

Retirement plans are essential for employees, and employers have to make sure they run well. However, mistakes can happen, leaving the employer and employee in a tough spot. This article explores the most common employer retirement plan mistakes and how to avoid them. Plus, you … [Read more...] about Retirement Plan Mistakes: Understanding Employer Pitfalls

Filed Under: Business Planning, Financial Planning, Retirement Planning Tagged With: 401k, financial education, retirement planning

July 16, 2023 By Van Richards, ChFC Leave a Comment

The Power of a Retirement Plan: BrightTech Solutions’ Success Story

The Power of a Retirement Plan: BrightTech Solutions' Success Story

A retirement plan can help small to mid-sized businesses stay ahead of the competition in the fast-paced business world. Thanks to new legislation, a new type of retirement plan, a Pooled Employer Plan (PEP), can potentially have a transformative impact on companies that adopt … [Read more...] about The Power of a Retirement Plan: BrightTech Solutions’ Success Story

Filed Under: Business Planning, Retirement Planning Tagged With: 401k, PEP, retirement, retirement planning

July 13, 2023 By Van Richards, ChFC Leave a Comment

When to Switch Retirement Plans: A Comprehensive Guide for Business Owners

swich retirement plans

Are you a business owner wondering when to switch retirement plans? Deciding to change can be daunting, but it doesn't have to be overwhelming. Your retirement plan is a vital component of your business, and it's essential to ensure that it aligns with your goals and the needs of … [Read more...] about When to Switch Retirement Plans: A Comprehensive Guide for Business Owners

Filed Under: Business Planning, Retirement Planning Tagged With: 401k, financial education, retirement, retirement planning

July 10, 2023 By Van Richards, ChFC Leave a Comment

An Investment Policy Statement: A Must-Have for Company Retirement Plans

An Investment Policy Statement: A Must-Have for Company Retirement Plans

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

Filed Under: Business Planning, Retirement Planning Tagged With: 401k, retirement, retirement planning

July 9, 2023 By Van Richards, ChFC Leave a Comment

Grow Your Business with a 401k: A Guide for Small Business Owners

The Power of a 401k Plan As a small business owner, you have a lot on your plate. Every decision you make can significantly impact your business's success, from managing daily operations to attracting and retaining top talent. One area often overlooked is offering your … [Read more...] about Grow Your Business with a 401k: A Guide for Small Business Owners

Filed Under: Financial Planning, Investment Planning, Retirement Planning Tagged With: 401k, financial education, financial planning, retirement planning

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