by Taylor Johnson | Feb 19, 2020 | Participant Resources
Many people assume that if they work hard and save enough, they will reach the nirvana of retirement. But what exactly does that look like? Let’s explore this state of presumed perpetual happiness.So, why do some people work during retirement? The general assumption...
by Taylor Johnson | Feb 17, 2020 | Retirement
You may already know what a 403(b) retirement plan is and why you might choose it over a 401(k) plan. But do you know what a 403(b)(9) plan is? How do you know if it’s right for your ministry?Simply stated, 403(b)(9) plans are for churches, or those with 501(c)(3)...
by Taylor Johnson | Feb 12, 2020 | Participant Resources
Setting Up a BeneficiaryWe often plan for our retirement years, but forget to put a plan in place for when we die. What will happen with your money and how can you make sure your loved ones are taken care of and your money is protected?The individual or ministry who...
by Taylor Johnson | Feb 11, 2020 | Plan Participation
As a leader in your organization, it’s important for you to make sure that your employees are educated on being financially prepared for retirement. But how do you do this?It can be difficult to help your staff become motivated about their future. But when...
by Taylor Johnson | Feb 11, 2020 | Plan Participation
You want to see your staff financially prepared for the future. However, getting them to participate in a retirement plan can be challenging at times. Here are a few tips that you can pass on to help them: 1 Save at least 10% of your income. This provides a...
