by Taylor Johnson | Aug 14, 2019 | Retirement
When you offer a retirement plan to your employees, you are taking on fiduciary responsibility. It is your responsibility to oversee and make decisions about your retirement plan for the benefit of the participants. This is also why it’s a good idea to frequently...
by Taylor Johnson | Aug 8, 2019 | Participant Resources
Saving for retirement can be difficult—especially when you’re focused on paying bills, feeding and clothing your family, paying for school supplies, and much more! If you haven’t already started saving for retirement, now is a perfect opportunity to make this...
by Taylor Johnson | Aug 8, 2019 | Uncategorized
What is a Portfolio?The collection or group of investments all owned by the same individual or organization. All of the financial “stuff” you own. What is Mutual Fund?● A pool of money from many investors that a professional money manager uses to buy the stocks...
by Taylor Johnson | Aug 7, 2019 | Plan Administration
Retirement Plan compliance is critical.Compliance for retirement plans is a moving target. As changes in the law occur, retirement plans are required to comply in both form and function with the new provisions as of the effective date of the law. Two governing...
by Taylor Johnson | Aug 6, 2019 | Ready to Retire
Unless you plan to work until you drop, you must prepare for retirement.According to The Balance, the average amount saved for those who are 50 to 55 is $124, 831 (“Average Retirement Savings,” 2018). You don’t need a calculator to realize that $124,000 is not...
