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Does Your Company's 401(k) Plan "Fit" Your Business? 5 Things to Consider

Does Your Company's 401(k) Plan "Fit" Your Business? 5 Things to Consider

No two businesses are exactly alike. (We know, we know: that observation has been marketed to a slow, inevitable death in the Valley of Clichés.) But the fact remains: different businesses have different needs, especially when it comes to their 401(k)s.

401(k), Department of Labor, Education Policy Stmt., Employee Education, Fiduciary, Investment Policy Stmt., Investment Selection, Plan Design, Plan Fees, Plan Sponsor, Portfolio Diversification, Risk Tolerance, Risk Management, Small BusinessLauren MorrisMarch 29, 2018Retirement Plan Advisors

get ya tax cuts, heeere!

President Trump has signed the Tax Cuts and Jobs Act into law. So what does it mean for you? Some provisions of the law—like lower tax withholding—will likely be noticeable to you before you file your 2017 taxes.

Taxes, Small Business, Health Savings Account, 401(k)Lauren MorrisJanuary 4, 2018

Change: Working to Manage it Together

Retail is down, gold is up and it’s -5 degrees outside. By the time I finish this article, all of this will change! Read on to see why we emphasize the importance of our risk management process.

Risk Management, Small BusinessLauren MorrisFebruary 7, 2017managing together