Podcasts
Retirement Plan Podcast Series #5: Get Rich Slowly: The Key to Helping Participants Maximize Their Retirement Plan
How much money do you need to retire, and just how many people out there even have enough saved to retire?
Retirement Plan Podcast Series #4: Making Sense of the Investment Options Within Your Retirement Plan
You’ve likely heard the phrase “don’t put all your eggs in one basket,” and you probably know that as a Fiduciary, you’re required to ensure that the Plan offers a diverse set of investment options, but just how many options should you be offering, and just how diverse do they need to be?
Retirement Plan Podcast Series #3: 2020 Retirement Plan Contribution Limits
Did you know that as a Highly Compensated Employee you may be even further restricted from contributions? And were you aware that there are limits to both how much the employee AND the employer may contribute?
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
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
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?
