Secure 2.0
By carolinem
/ July 21, 2023
How employers can cash in on SECURE 2.0 tax credits Offering a 401(k) to your employees is more affordable than…
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The more things change, the more they stay the same
By carolinem
/ August 14, 2020
Change is everywhere. Gallup reports the number of people working at home has at least doubled, probably tripled. Microsoft, Google,…
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Is Your 401(k) Plan Through a Group Annuity? Consider an Employer Association Instead
By carolinem
/ May 18, 2020
An employer association offers high-quality 401(k) benefits at cost Good employees deserve great benefits—especially in today’s unsettled environment. And offering…
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How Your Small or Medium Sized Business Can Provide Better Benefits and Attract Better Employees
By carolinem
/ February 4, 2020
If you are part of a small or medium-sized business, you know how challenging it is to provide and administer…
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Does your 401K Plan meet ERISA requirements? You might be betting your house on it…
By carolinem
/ February 4, 2020
The Employee Retirement Income Security Act (ERISA) sets standards of conduct for fiduciaries who participate in the management of a…
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Saving for retirement, why does it have to be so hard? It just doesn’t make sense…
By carolinem
/ February 4, 2020
Why are retirement savings and plans that are so important to so many people, so hard to find? Retirement savings…
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Forbes: 401(k) Insurance Group Annuity Retirement Plans are from Hell
By carolinem
/ February 4, 2020
What is wrong with having a 401k Insurance Group Annuity Contract based Retirement Plan? Sorry to say, pretty much everything….
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Secure 2.0
By carolinem / July 21, 2023
How employers can cash in on SECURE 2.0 tax credits Offering a 401(k) to your employees is more affordable than…
Read More