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 Responsible...
by Taylor Johnson | Dec 11, 2019 | Plan Participation
One of the biggest concerns of Plan Sponsors is the fear of low retirement plan participation. Imagine spending your money, time, and effort setting up a new plan for your employees, and they don’t understand or take little interest in the plan. Maybe you’ve...
by Taylor Johnson | Oct 29, 2019 | Retirement
How to inform and educate your participants on retirement planning:Let’s first go over the definition of Inform and educate.To “inform” means: To provide specific details about a topic in such a manner that it is useful in arriving at a solution to a felt...
by Taylor Johnson | Oct 28, 2019 | Basic Retirement Tips, Participant Resources
Risk is defined as the proportionate degree of gain or loss of any specific investment or portfolio. Risk is generally separated into three categories: Conservative—least amount of riskModerate—somewhat conservative and somewhat riskierAggressive—the riskiest...
