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...
by Taylor Johnson | Feb 10, 2020 | Retirement
IRAs are a great retirement savings option for small organization or individuals. Many small employers, ministries, or faith-based organizations don’t have the money or experience to offer a retirement plan at all, let alone one with either a basic or matching...
by Taylor Johnson | Feb 5, 2020 | Plan Design
Should your contributions to your retirement account be pre-tax or after-tax? Pre-tax, or traditional, means that you don’t pay taxes with every contribution, but you will pay taxes when you withdraw the money. On the other hand, the after-tax option, or Roth...
