by Dayle Scheinman | May 5, 2023 | Misc
If you are a recent college graduate, you may initially find yourself unemployed, but that doesn’t mean you don’t have a job! In fact, looking for a job today can be a full-time endeavor. Fortunately, there are steps any graduate can take to increase the chances of...
by Dayle Scheinman | May 5, 2023 | Retirement Planning, Social Security Income
Social Security is a key part of retirement planning and it needs to be part of the planning conversations before you retire and make any irreversible decisions regarding Social Security income. Photo by Kenny Eliason on Unsplash Social Security is the closest thing...
by Dayle Scheinman | Jan 5, 2023 | Retirement Planning
The significant retirement legislative package known as “SECURE 2.0” was passed on December 23, 2022 as part of the 2022 omnibus appropriations bill. The legislation is an important step forward in providing more Americans with greater retirement security. The 350+...
by Dayle Scheinman | Jan 4, 2023 | Investing
We are living in a time of extreme uncertainty and the anxiety that comes along with it. Against the backdrop of war, humanitarian crisis, and economic hardship, it’s natural to wonder what effect these world events will have on our long-term investment performance....
by Dayle Scheinman | Dec 4, 2022 | Defined Contribution Plans, Fiduciary Concerns
April If a plan audit is required in connection with the Form 5500, make arrangements with an independent accountant/auditor for the audit to be completed before the Form 5500 due date (calendar-year plans). Audit first quarter payroll and plan deposit dates to ensure...
