Retirement Plan Podcast Series #2: Pre-Tax vs. Roth

Retirement Plan Podcast Series #2: Pre-Tax vs. Roth

For the majority of the Plans we work with, adding a Roth feature is a great way to attract and retain employees.  It’s a fairly easy option to administer within the Plan, assuming your payroll provider can integrate this feature, and it gives employees flexibility and control over their retirement dollars.  But does it make sense for your Plan?

DirectAdvisors Podcast #2 – The CARES Act and its Impact on Retirement Plans

DirectAdvisors Podcast #2 – The CARES Act and its Impact on Retirement Plans

On March 27, 2020, President Trump signed into law the Coronavirus Aid, Relief, and Economic Security (CARES) Act as part of the federal stimulus package intended to stabilize the economy during the COVID-19 pandemic.  The CARES Act has opened up a number of provisions for employer-sponsored retirement plans by making additional funds available to Plan participants who are impacted by COVID-19.

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?

Retirement Plan Podcast Series #2: Pre-Tax vs. Roth

The SECURE Act – what you need to know for retirement

As you may have seen in the news recently, on December 20, 2019, the SECURE (Setting Every Community Up for Retirement Enhancement) Act of 2019 was enacted by Congress.  This legislation has been viewed by many as the next step in helping to ensure that every American...
8 Key Questions to Ask your Retirement Plan’s Investment Advisor

8 Key Questions to Ask your Retirement Plan’s Investment Advisor

It is fairly common for employer-sponsored retirement plans (401(k)’s, 403(b)’s) to hire an investment advisor as an additional benefit to Plan participants.  An investment advisor can provide various ancillary benefits to the Plan, such as assistance, education, and...