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  »

Think You Can’t Save For Retirement? Think Again!

October 1, 2020 | posted in: Blog, Employee Education | by

Making these small spending and savings changes can help you reach your goal of a better retirement.  Check out these 10 easy suggestions via Richard Quinn.

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.

No Time Like The Present!

May 12, 2020 | posted in: Blog, Employee Education | by

As the coronavirus pandemic upends the economy, there’s never been a better time to examine the conventional wisdom about retirement.  Read more from Michelle Singletary here.

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.