Tax Credits For Your Clients
There’s never been a better time for your small business clients to start up a retirement plan for their employees and for themselves.
Under the SECURE Act the setup and administration costs paid by a small business employer can now be basically cut in half for the first three years. How is that possible? The SECURE Act increased the small employer tax credit for new plans up to $5000 per year for the first three plan years (more if auto-enroll and auto-deferral are added). Read More »
Annual Maintenance…For Your Retirement Plan!
Perform This Five-point Inspection To Help Keep Your Retirement Plan’s Motor Running Smoothly
Just like with a car, it’s a good idea to perform some annual maintenance on your retirement plan. Here’s a five-point inspection guide to help you continue to get good mileage out of your plan and ensure it stays reliable on your trip to retirement. Read More »
Employees Say Retirement Benefits Contribute To Their Feeling Financially Secure
You’re Making A Positive Contribution – Literally and Figuratively!
According to EBRI’s 2021 Workplace Wellness Survey, 60% percent of employees say their employer-sponsored retirement plan contributes significantly to their feeling financially secure, which is a 5% increase over 2020. Of those with an employer-sponsored retirement plan, 70% report that they understand their benefits extremely or very well. Sixty percent say they are satisfied with their plan. Of those without an employer-sponsored plan, 60% are interested in one. So whatever you’re doing, keep up the great work – it’s very much appreciated by your employees! Read More »
Don’t Leave Money On The Table!
1 in 10 working Americans don’t contribute enough to their workplace retirement plan to get the full company match; don’t be one of them! Read more from Jessica Dickler.
Your Retirement Super Bowl: A Strategic Saving Plan is the Key to Victory!
Super Bowl LIV, the 54th Super Bowl, will decide the National Football League champion for this current season. Scheduled to be played on February 2, 2020, in Miami, Florida, the game between the San Francisco 49ers and the Kansas City Chiefs will feature Jennifer Lopez and Shakira performing at halftime. In the meanwhile, you’re still trying to figure out how much you should be saving for retirement. Read More »
As If Becoming A Widow Weren’t Hard Enough…
Good retirement planning factors in women living longer, but rarely addresses steps for handling finances when widowed. Here are some things you should think about, just in case.
