401k Focus
CategoryRetirement Plan Options for Small Businesses
The SECURE Act and CARES Act may complicate the decision.
As a small-business owner, figuring out retirement choices can be a little..
The 5 Pillars of 401k Needs
It is probably of no surprise to anyone reading this that these past few months has created a little bit of a brain fog for many of us...
The Pros and Cons of Early Retirement Plan Rollovers
Should you withdraw and reinvest your retirement plan money while you are still on the job?
Did you know you might be able to take some..
Tax Breaks Help Small and Medium-sized Employers
Small and medium-sized employers can begin taking advantage of two new refundable payroll tax credits, designed to immediately and fully..
QUESTIONS TO ASK YOURSELF IF YOU’RE A BUSINESS OWNER SPONSORING A RETIREMENT PLAN FOR EMPLOYEES
As one year ends and another begins, you naturally think about the state of your business – what is working well, and what could improve..
Business Owners, Are You Taking on More Risk Than Necessary?
Your business sponsors a retirement plan.
What can you do to reduce your fiduciary liability?
Hiring a third-party fiduciary is quite..
Is It Time for a 401(k) Review?
As the year ends and another begins, you naturally think about the state of your business – what is working well, and what could improve..
401(k) Loan Repayment
A longer repayment time can be an advantage.
The conventional wisdom about taking a loan from your 401(k) plan is often boiled down to:..
The Solo 401(k)
A retirement savings vehicle designed for the smallest businesses.
Do you work for yourself? Then take a look at the solo 401(k), which..
That First RMD from Your IRA
What you need to know.
Today, we discuss the coming deadline for taking Required Minimum Distributions from your IRAs and other..