by Taylor Johnson | Jan 18, 2021 | Plan Design
Does your retirement plan offer a diversified investment menu for your employees?Offering a high-quality menu of investments to your employees will help meet their unique needs and different risk profiles. Let me explain.What steps can you take to ensure your...
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 | Sep 11, 2019 | Plan Design
How do you know if your ministry retirement plan is on track? Do you need a quick way to make sure that it is headed in the right direction?Here is an easy formula to check your retirement plan against. It’s called the 90-60-10 milestones.What are the 90-10-60...
by Taylor Johnson | Jul 2, 2019 | Plan Design
Reasons to offer faith-based funds in your retirement planSocially responsible and faith-based investing sounds interesting but is it really a smart option? How can you align your convictions with sound investment choices?What are faith-based funds?Faith-based funds...
