As our parents and relatives age, it's not unusual for them to face challenges in managing their personal finances. They may need help to ensure their financial well-being due to cognitive decline, physical limitations, or the complexity of financial matters. This article will … [Read more...] about Aging Parents’ Financial Management: A Step-by-Step Guide
Why a CIT? CITs for 401(k)s have become popular because (sometimes) they offer several advantages over other investment vehicles, such as lower fees, transparency, tax efficiency, and flexibility. The word 'sometimes' is used because a CIT is not always the best solution for a … [Read more...] about CITs for 401(k)s: A Guide to Pros and Cons.
Picture this: you're a company founder navigating the competitive landscape, vying for top talent against established companies. You know attracting and retaining the best employees is crucial for success. But how do you stand out? What can you offer that will entice talented … [Read more...] about 401k Startup Challenges: Overcoming Obstacles and Selecting the Right Provider
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
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