The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 enables two or more businesses to form a pooled employer plan (PEP) regardless of whether they’re related by… Read More

Though many employees are aware that behaviors such as enrolling in and contributing sufficiently to their company 401(k) can help them prepare for a successful retirement, too often they fail… Read More

A recent class action lawsuit highlights an often neglected but important item of fiduciary concern. The plaintiffs in this case have asserted claims for breach of the fiduciary duties of… Read More

Albert Einstein may not be remembered as a finance expert, but he seems to have had a bead on the power of smart investing. When asked what mankind’s greatest invention… Read More

According to the College Board, the cost of a four-year education increased more than 200% (after inflation) from 1988 to 2018. This has placed a tremendous burden on graduates, with… Read More

Facts you should know If your plan has not been recently audited, it is likely only a matter of time before the Internal Revenue Service (IRS) or the Department of… Read More

Retirement plans such as 401K’s and Profit Sharing Plans offer the opportunity to save for retirement and reduce taxable income.  A 401K allows owners and employees to defer pay and… Read More

COVID-19 has posed a duel set of related challenges for plan sponsors and participants. For employees, the pandemic has pitted more immediate financial needs against prioritizing planned savings — and… Read More