One of the most significant tools in saving for your retirement is usually the retirement plan offered by your employer. Your contributions today are what will fund your future. Your retirement is so important that there is a week dedicated to this: National Retirement Security Week.
National 401(k) Day!
National 401(k) Day began in 1996 by the Profit Sharing/401(k) Council of America (PSCA), known today as the Plan Sponsor Council of America. The Friday following Labor Day (Monday) was […]
Are your participants getting the most from your retirement plan consultant?
When hiring a retirement plan consultant, the question should not simply be how will you help my plan. Instead, you should also ask how the consultant will help your employees […]
SRP 1st Quarter Participant Webinar
SAFER ONLINE Identity theft and cybercrime increased drastically during the pandemic. There has been a significant increase in this type of criminal activity in recent years. With our partners from […]
The Saver’s Tax Credit
The Saver’s Tax Credit can give an added boost to those saving for retirement. You may be eligible for a tax credit, which could reduce your federal income tax liability, […]
Fierce Finances Resources
50/30/20 Budget Worksheet
To Roth or Not To Roth
SRP 3rd Quarter Participant Webinar
TO ROTH OR NOT TO ROTH…THAT IS THE QUESTION Many retirement plans now offer a Roth contribution option, but only 23% of individuals are using this feature*. There’s still considerable […]
RIGHT. SIZE. YOUR. RISK.
The recent market ride may have you feeling like you are living in a real-life risk tolerance questionnaire. “What is the worst loss you would tolerate?” “What best describes your […]