Are Your Clients Thinking About Starting a 401(k)?

November 10, 2020 | posted in: Accountants | by

Need To Act Now For a 1/1/21 Effective Date!
Now is the time to act if your clients are thinking about establishing a 401(k) plan to save on their taxes, and to offer a benefit their employees.
Most companies run on a calendar year basis, and typically, employee benefits start on the first of the year. Aligning the 401(K) start date with other benefits and the tax year will make recordkeeping easier for you and your client.   Read More  »

These 5 Mistakes Could Cost You!

August 25, 2020 | posted in: Blog, Employee Education | by

If you’re already using a 401(k) for retirement savings, that’s great. Make sure you’re not making any of these mistakes which could have a significant impact over the life of your 401(k) and on your retirement!

Changed Jobs? Don’t Leave Your 401(K) Behind!

June 22, 2020 | posted in: Blog, Employee Education | by

If you’ve changed jobs recently, don’t forget to take your  401(k) with you!  Over the past 10 years, 25 million people changed jobs and left their money behind.  Read more about some things you should know.

There May Be A Silver Lining

March 24, 2020 | posted in: Blog, Employee Education | by

It might not seem like it, but in fact, if you have savings in a 401(k) or IRA right now, there may be a possible silver lining brought about by the volatile market.  Read more from Jim Mahaney.

What should you do with your 401(k)? Don’t panic!

March 9, 2020 | posted in: Blog, Employee Education | by

The news has been unsettling, and the markets have been volatile.  But if you’re a long-term investor, what should you do with a 401(k), IRA or 529 savings plan for your kids’ college tuition?  Stay the course.  Read more about why from Paul R. La Monica here.

Why Your Retirement Savings Should Be On Lockdown

February 19, 2020 | posted in: Blog, Employee Education | by

As a young writer, the author received this piece of advice:  “Listen to me,” she said. “The one thing you don’t want to do is treat your retirement accounts like an emergency fund. Once you put the money in there, pretend it doesn’t exist until you’re ready to stop working.” Read why it changed the way the author viewed and treated her 401(k) savings plan, from Tara Mastroeni, here.