by Taylor Johnson | Dec 9, 2020 | Plan Administration
If you’re a retirement plan administrator, you need to know the roles and responsibilities of a fiduciary.So what is a fiduciary? Are you one? Is your service provider the fiduciary? Are you both fiduciaries together? It is crucial to know your role in all of...
by Taylor Johnson | Dec 4, 2020 | Basic Retirement Tips, Participant Resources, Starting Out
You know retirement planning is important and you want to take the necessary steps to make sure you’re financially set up for your retirement years. But how do you get there? Where do you start?The first step to retirement planning is to make sure you understand your...
by Taylor Johnson | Nov 18, 2020 | Plan Selection
Is your ministry retirement plan too complex and taking a lot of your administrative time? If it’s too complicated for you, it will definitely be too difficult for your employees to understand. And if it’s not easy for them to understand, then you are missing...
by Taylor Johnson | Nov 12, 2020 | Plan Administration
Will Your Retirement Plan Be Audited?Back in 1995, the IRS and Department of Labor (DOL) found many opportunities to fine 403(b) plans inside of non-profit hospitals. Since they found so many hospital plans out of compliance, they began to move on to school districts....
by Taylor Johnson | Oct 29, 2020 | Basic Retirement Tips, Participant Resources, Starting Out
What is Biblically Responsible Investing?Like most people, you’re probably an “average” investor. You know you’re supposed to save for retirement—and you are! You have your retirement savings account lined up and you’re putting a percentage of your paycheck towards...
