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...
by Taylor Johnson | Feb 5, 2020 | Retirement
The main difference between an IRA and a 403(b) is the type of account. A 403(b) is set up by the employer while the IRA can be set up by an individual.EligibilityEligibility for a 403(b) depends on the employer. Except for a couple of small restrictions, almost...
by Taylor Johnson | Jan 10, 2020 | Plan Selection
What is Faith-Based Investing? Let’s start with the basics of faith-based investing. Socially Responsible Investing (SRI) is an investment strategy that seeks to consider the financial return and a positive social benefit. Christian SRI is called Biblically...
