Reminder:
Startup 401(k) Safe-Harbor Deadline
September 17th, 2021, is the deadline for all startup 401(k) Safe-Harbor retirement plans.
03 Aug 2021
5 Reasons to Start a 401(k) Safe Harbor Retirement Plan
03 May 2021
Your Tennessee Update for Financial Advisors
We are excited to announce our growth in the Tennessee market! BETH CUNNINGHAM, Regional Vice President Retirement Sales, will be spearheading our expansion.
15 May 2020
Your Kentucky and Cincinnati Update for Financial Advisors
We are excited to announce your Kentucky and Cincinnati Regional Vice President / Retirement Sales, JULIE YOCUM, QPA, QKA.
16 Apr 2020
Your Indiana Update for Advisors
We are excited to announce your Indiana Regional Vice President / Retirement Sales, STEVEN D. SHACKELFORD
CARES Act: The Major Provisions That Affect Your Retirement Plan
What it is, who qualifes, what has changed, and what to do with the CARES Act.
06 Apr 2020
Match Made in Finance Heaven
401(k) Profit Sharing + Cash Balance = $$$$$$$
10 Feb 2020
SECURE Act: What it means for your retirement plan business
The purpose of the SECURE Act legislation is to make it easier for individuals to save for retirement through their employer’s qualified retirement plan.
24 Jan 2020
The 5 Steps to Increasing Assets Under Management with Cash Balance Plans
The following are practical tips on how to increase assets under management with cash balance plans.
02 Oct 2019
Make More Money Faster with Cash Balance Plans
Every single day in the small plan market, cash balance plans are being discussed, evaluated, and implemented. Are you one of the elite level Financial Advisors joining in on this conversation?
30 Sep 2019
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How We Work Together
01 Aug 2023
Should my business owner client convert their SIMPLE IRA?
To Bundle or not to bundle?
Most Common Misconceptions
The 7 Limitations of a SIMPLE IRA
The Benefits with a 401(k)
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