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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

July 8, 2023 By Van Richards, ChFC Leave a Comment

401(k) Rollover vs. Staying with Employer’s Plan: Which is Best?

401(k) Rollover vs. Staying with Employer’s Plan

Introduction What to do with your 401(k) when you retire or leave your job is a major decision. Sometimes it's better to keep your employer's retirement plan instead of rolling over to an IRA. This article will explore the key considerations in deciding whether to use a 401(k) … [Read more...] about 401(k) Rollover vs. Staying with Employer’s Plan: Which is Best?

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

July 7, 2023 By Van Richards, ChFC Leave a Comment

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

Filed Under: Business Planning, Retirement Planning Tagged With: 401k, investing, PEP, Pooled Employer Plans, retirement planning

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