Retirement Plan Podcast Series #1: Designing Your 401(k) Plan: Options for Employees to Access Retirement Dollars

Retirement Plan Podcast Series #1: Designing Your 401(k) Plan: Options for Employees to Access Retirement Dollars

We’ve spoken with thousands of participants regarding retirement planning, and while most of that time is spent planning how to get dollars into their retirement plan (e.g., how much to save, how to invest), it is equally important that you and your participants understand how that money will come back out.  We’re all saving for a reason, and that is to eventually use this money.  So what sort of options do you have to offer your employees?

DirectAdvisors Podcast #1 – The Power of Supplemental Unemployment Benefit Plans During COVID-19

DirectAdvisors Podcast #1 – The Power of Supplemental Unemployment Benefit Plans During COVID-19

Supplemental Unemployment Plans can provide compensation to employees beyond state unemployment insurance during lay off periods. SUB plans can help ease the financial stress of layoffs, generate peace of mind and worker loyalty, and offer significant tax advantages compared to severance pay. To learn more, please listen to our podcast, where we discuss how a SUB plan can be beneficial in such a difficult time.