Worried about Stocks? Why Long-Term Investing is Crucial.
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....
Plan Sponsor’s Quarterly Calendar -2nd Quarter
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...
Plan Sponsor’s Quarterly Calendar
January Send payroll and employee census data to the plan’s recordkeeper for plan-year-end compliance testing (calendar-year plans). Audit fourth quarter payroll and plan deposit dates to ensure compliance with the DOL’s rules regarding timely deposit of participant...
Learn the Seven Principles for a Successful Retirement
CREATE THE PLAN YOU NEED FOR THE RETIREMENT YOU WANT Define your goal and craft a plan A retirement plan doesn’t have to be daunting—it’s important to just get started. This chart can help you determine if you are generally on the right path using the assumptions...
Retirement in Motion
Retirement planning tips and resources that everyone can use Knowledge is retirement power Looking to reduce your taxes? It’s always good to remind yourself that your workplace retirement plan offers one of the best tax breaks available. That’s because your...
Prioritizing Financial Goals
Careful planning can help you manage competing financial priorities Does this sound familiar? You keep meaning to increase your retirement plan contribution, but there seem to be too many other financial priorities that get in the way. Fortunately, with a little...