General Topics

401(k) vs. SIMPLE IRA: The Optimal Retirement Choice

401(k) vs. SIMPLE IRA: The Optimal Retirement Choice

When deciding to implement a retirement plan for your business, you will be presented with two options: a 401(k) or a SIMPLE IRA. While a 401(k) is more recognizable, both options offer retirement savings for eligible employees, and can include contributions from both...

read more
Understanding State-Mandated Retirement Plans

Understanding State-Mandated Retirement Plans

In an attempt to address the country’s retirement savings crisis, several states have now started requiring certain employers to offer a retirement savings option. If employers are unable to provide a private retirement plan, they must adopt their state-mandated plan....

read more
6 Questions to Consider When Selecting Your 401(k) Team 

6 Questions to Consider When Selecting Your 401(k) Team 

Whether you're an advisor who's new to the 401(k) space, or you’ve been offering them for years, one thing is certain:  knowing the complexities of a retirement plan shouldn’t be your primary focus, providing financial advice should. However, that doesn’t mean...

read more
Retirement Plan Fees – 5 Questions to Ask

Retirement Plan Fees – 5 Questions to Ask

For the last 30 years or so, the retirement industry at large has done a good job at hiding or complicating fees so that only the savviest of investors have a chance at finding them.  In recent years, government regulations have been approved in an attempt to bring...

read more