A recent IRS Issue Snapshot (link below) affirms that a participant loan is a legally enforceable agreement and terms of the loan agreement must comply with Internal Revenue Code (IRC… Read More
Insights
The Auditors Are Coming — Are You Ready?
No one wants to be caught flat-footed when the auditors come calling. And with a new standard issued by the American Institute of Certified Public Accountants (AICPA), both the auditors… Read More
Retirement & Lifestyle Planning Article
Financial Wellness: What does it Need to Work?
Financial Wellness Needs a Long and Short Game to Work for Both Participants and Organizations In the retirement plan industry, all too often we tend to conflate financial wellness with… Read More
Retirement & Lifestyle Planning Article
A Letter from CEO, Tony Mazzali
Happy Holidays, As another year draws to a close, it is time to look back and review the initiatives CG Financial Services relayed to you for 2021. As we move… Read More
Protecting Your Business from the Loss of a Key Person
Charles de Gaulle once remarked, “The graveyards are full of indispensable men.” While we know that life goes on regardless of the loss of any “indispensable” person, for a small… Read More
Protecting Your Assets Article
The ABC’s of Auto Insurance
The questions around auto insurance center not so much on whether to have it—it’s mandated by state law, required by your lender, and serves to protect your assets—but what kind… Read More
Protecting Your Family Article
Assess Life Insurance Needs
If your family relies on your income, it’s critical to consider having enough life insurance to provide for them after you pass away. But too often, life insurance is an… Read More
Your Retirement Plan Investment Lineup
The tidal surge of funds flowing from actively managed funds into passive funds reached a tipping point in 2019, when Morningstar preliminary data indicated that passive U.S. equity assets would… Read More
Retirement & Lifestyle Planning Article
Inflation and What it Means for You
2021 has experienced an increase in inflation to levels not seen in decades. The current Consumer Price Index (CPI-U) trend is over a 5% increase according to the Bureau of… Read More