Author
Apr 1, 2021
Blog

Never Underestimate The Power Of Automatic Enrollment

Get better retirement plan participation among your employees. Start automating several key features.
Author
Feb 19, 2021
Blog

How To Use Tax Credits To Secure The Right Retirement Plan For Your Business

Is now the right time to start a retirement plan at your company? Take a look at the available tax credits and ask again!
Author
May 30, 2019
Blog

Is A SIMPLE IRA Too Simple For Your Clients?

We are quickly approaching the midpoint of 2019, which means it's the perfect time to have retirement plan conversations with your clients.
Author
May 29, 2019
Blog

IRS Increases 2020 Limits On HSA Contributions

The 2020 inflation-adjusted limits on deductions for contributions to an HSA allow employees who participate in an HDHP plan to put a little more money into their HSAs next year.
Author
May 27, 2019
Blog

Should You Offer A 401(k) Plan?

Ever wonder why a growing number of employers are investing in their employee's retirement?
Author
Jan 25, 2017
Blog

Exploring The Benefits Of A Plan Sponsor-TPA Relationship

It has never been more important than it is today to offer a company retirement plan to your employees; but doing so could potentially result in a lot of extra work. Read on to discover the solution.
Author
Sep 19, 2016
Blog

How To Measure The Success Of Your 401(K) Plan

Like most business owners, you’ve probably wondered how you can measure the success of your company’s 401(k) plan. Let's find an answer by comparing some of your key business measures with traditional 401(k) plan statistics.
Author
Mar 22, 2016
Blog

Avoid These Three Common Retirement Plan Mistakes

Even though you work hard to ensure that you are fulfilling your all your responsibilities with regard to your company's retirement plan, it’s not uncommon for something to fall through the cracks. Avoid making these common mistakes.
Author
Aug 19, 2014
Blog

Welcome Back!

It happens all the time – employees get rehired. And with the rehiring of employees comes lots of questions about how to handle the reemployment situation. Some of these questions surround employee benefits, specifically the business’s 401(k) plan. Over the years, I personally have received many questions from plan sponsors regarding when a rehired employee … Continued
 
Jan 5, 2016
Podcast

episode 14: life is a long race, start saving now

On episode 14 “Life Is A Long Race, Start Saving Now,” Mark is joined by Steve Renner, QKA, principal at Rea & Associates, to talk about key strategies business owners can deploy to help employees save for retirement. You’ll learn a little bit more about early enrollment, auto-enrollment, annual auto-escalation, safe harbor matches, and other … Continued