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Category Archives: Uncategorized

VIDEO: 20 QUESTIONS TO BENCHMARK YOUR PLAN

Posted on by Jerome.Pfeffer

When was the last time you reviewed your retirement plan – 5 years ago, 3 years ago? If it has been over a year, it may be time to benchmark your retirement plan, but it doesn’t have to be a … Continue reading

TRADITIONAL 401(K) VS ROTH: DO YOU WANT TO BE TAXED NOW OR LATER

Posted on by Jerome.Pfeffer

Your employees may have questions about one of the first decisions they will need to make – do they want to contribute to a Roth 401(k) or Traditional 401(k)? No matter how you slice it, taxes, income brackets and contribution … Continue reading

2022 DEADLINE NEARS: NOW IS THE PERFECT TIME TO REVIEW YOUR RETIREMENT PLAN DESIGN

Posted on by Jerome.Pfeffer

For the millions of business owners that offer a workplace retirement plan, the COVID-19 pandemic created many financial difficulties. However, as the economic climate improves, there is an opportunity for employers to refresh their company’s retirement plan. With an important … Continue reading

QUESTIONNAIRE: DO YOU KNOW THE DIFFERENT TYPES OF RETIREMENT PLANS?

Posted on by Jerome.Pfeffer

Help your employees save with a plan that fits your unique organization! Each type of retirement plan comes with its own set of features and tax advantage strategies for employees and employers. Knowing the different types of workplace retirement plans … Continue reading

PEPs, MEPs and SEPs: DISCOVER THE DIFFERENCES

Posted on by Jerome.Pfeffer

Just ask anyone: Uncle Sam and the retirement industry love acronyms. Another was added in December 2020—PEP—which conveniently rhymes with MEP and SEP. The three plan types are 401(k) cousins[1] meaning they share many fundamental similarities, and their main differences … Continue reading

CARES ACT AFTERMATH: WHAT PLAN SPONSORS NEED TO DO

Posted on by Jerome.Pfeffer

Pandemic Relief May Bring Administrative Pain to Plan Administrators The CARES Act gave plan participants quick access to funds during the COVID crisis, although only about 6% of participants took advantage of the options offered.[1] However, as a plan sponsor … Continue reading

Q3 2021 NEWS AND INFORMATION FOR EMPLOYERS: MEASUREMENT AND STRATEGIC PLANNING EDITION

Posted on by Jerome.Pfeffer

As the first half of the year phases out, it’s time to focus on measuring and begin strategic planning for your retirement plan. There’s a lot of new items on the agenda this year, from the CARES Act rules for … Continue reading

VIDEO: 12 TYPES OF FINANCIAL EDUCATION YOUR EMPLOYEES NEED

Posted on by Jerome.Pfeffer

Each of your employees is unique with their own individual lifestyle path. That said, your employees need guidance to make smarter decisions about their money so they can learn not only how to save today but how to build wealth … Continue reading

3 WAYS TO CONFRONT YOUR FINANCIAL FEARS

Posted on by Jerome.Pfeffer

30% of Americans don’t have a budget. In fact, 3 in 5 don’t know how much they spend last month, and the median household retirement account balance in America is $50,000. One if not all of these statistics could exist … Continue reading

STOP RETIREMENT SAVINGS SETBACKS

Posted on by Jerome.Pfeffer

The global pandemic has had a staggering effect on the economic lives of millions, driving them to actions that could have long-lasting effects on their retirement savings. Facing unprecedented strain caused by the COVID-19 crisis, individuals who lack adequate emergency … Continue reading

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