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
Business Owners
Why Retirement Plan Sponsors Should Care About Employee Student Loan Debt
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
IRS/DOL Audits Are Increasing Dramatically Are You Ready?
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
Big Tax Breaks for Business Owners (February 2022)
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
Wellness From Home Challenges Both Participants and Plan Sponsors
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