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November 29, 2022
Planning to Retire? Tips for a Smooth Transition
Author: Michael L. Hermes, CFA, CFP, Vice President, Wealth Advisor, Registered Representative …
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November 21, 2022
Retirement Meditation #41: How do I fix my top heavy retirement plan?
A law firm created a 401(k) profit sharing plan for its attorneys and staff. The firm, owned equally by four partners, included two associates, three…
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November 16, 2022
Retirement Meditation #40: What does it mean that my retirement plan is Top Heavy?
A successful HVAC company sponsored a 401(k) plan. They matched 50% the first 6% of an employee’s deferral contributions; thus, a 6% of compensation deferral…
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November 8, 2022
Retirement Meditation #39: When is a non-qualified deferred compensation plan not beneficial?
“Howard” succeeded his father to become the fifth-generation owner of the family’s funeral parlor. Now 60 and seeking to retire himself and with no children…
Retirement Meditation #39: When is a non-qualified deferred compensation plan not beneficial? Read More
October 31, 2022
Retirement Meditation #38: Should my organization offer a non-qualified deferred compensation plan?
A 15-year not-for-profit Executive Director announced her intent to retire in six months, at the end of the organization’s November 30 fiscal year. The Board,…
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October 20, 2022
Get Smart About Credit
Author: Amanda Hall, CFEd, Education Engagement Manager, Retirement Plan Consulting Did you know…
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October 18, 2022
Retirement Meditation #37: What is a non-qualified deferred compensation plan?
Did you know that July 1st is considered “Bobby Bonilla Day?” Now, you may ask: “Who is Bobby Bonilla and why does he have a dedicated day?” Bobby Bonilla…
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October 5, 2022
Retirement Meditation #36: How can I use my 401(k) plan to attract and retain talent?
"Jerry’s” personal mobile device rang around 10 p.m. one night. A former-colleague now working for a competitor called to let “Jerry” know that he would be the…
Retirement Meditation #36: How can I use my 401(k) plan to attract and retain talent? Read More
September 30, 2022
Retirement Meditation #35: Is cybersecurity important for my retirement plan?
Imagine checking your 401(k) plan account expecting to see a balance of several hundreds of thousands of dollars only to find out that your balance stands at …
Retirement Meditation #35: Is cybersecurity important for my retirement plan? Read More
September 27, 2022
Understanding Company Stock Options and Planning Your Stock Market Strategy
Author: Ben Hardigg, CFP®, Vice President, Wealth Advisor Many corporate compensation…
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