Financial Directions
Tax Cuts & Jobs Act
Policy Highlights The Tax Cuts and Jobs Act (H.R. 1) overhauls America’s tax code to deliver tax relief for workers, families, and job creators. By
May 10, 2018
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Policy Highlights The Tax Cuts and Jobs Act (H.R. 1) overhauls America’s tax code to deliver tax relief for workers, families, and job creators. By
BENCHMARKING YOUR 401(K) FUNDS Benchmarking is a retirement plan best practice that allows plan sponsors the opportunity to “take a peak under the hood” of
As a plan sponsor, you are no stranger to the annual retirement plan review. And believe it or not, it is that time of year
Resolution season is upon us. January through March are the peak motivation months. That special time of the year when people are eager to make
Simply stated, benchmarking is the process of reviewing and evaluating your company retirement plan. It involves taking a look at what you are offering your
As a plan sponsor, your employees rely heavily on your guidance; after all, you manage the plan that may offer their best shot at a
Believe it or not, an efficient retirement plan committee does not happen by chance. The “best practices” your committee upholds form the foundation for a
NO “ONE-SIZE-FITS-ALL” PLAN Retirement plans come in all shapes and sizes: DC Plans, DB Plans, Non-Qual, 401(k), 403(b), 401(a), 457, SEP IRA, Simple IRA, Roth
Setting up a 401k program isn’t exactly an easy task, especially when the decision will affect so many people. You must think about what is
You should always have a good idea of what your finances look like, which can be tricky if you don’t know how to assess your