Small Business Owners, Don’t Leave Any 401(k) Money On the Table!

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Although the SECURE Act became law more than a year ago, many small business owners still aren’t aware of the multitude of ways that it rewards small businesses that make easy for their employees to save for retirement. First and… Continue reading

 

The Case for Hiring a 3(38) 401(k) Retirement Plan Advisor

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If you don’t feel that you have the in-depth financial knowledge necessary to manage your company’s 401(k) portfolio, you aren’t alone. According to a Charles Schwab survey, 52% of 401(k) plan managers indicated they don’t have the time, interest or… Continue reading

 

Congress to Review ‘Set It and Forget It’ Target Date Funds

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Along with the entire Rebalance Better K team, I have long been wary of a “set it and forget it” strategy when it comes to 401(k) management. The reason for this is simple: life changes, the world changes, and your… Continue reading

 

Price Check: Does Your 401(k) Plan Measure Up?

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As a nation we’ve become hyper-aware of pricing on nearly everything. Before, if you were interested in a pair of new sneakers or tires for your car, you could shop around but only at the cost of your time and,… Continue reading

 

Are Pooled Employer Plans Right For You?

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Brand new to the 401(k) marketplace as of January 1 2021, Pooled Employer Plans (commonly referred to as PEPs) are made possible thanks to the SECURE Act. PEPs allow unrelated employers to “pool” together, along with other employers (traditionally small… Continue reading

 

5 Questions to Ask Before Hiring Your Company’s 401(k) Advisor

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Many business owners think about their 401(k) advisor as primarily focused on investment selection — which funds to buy and why, like a stockbroker might do. They tend to miss the rest of the iceberg under the water: administrative tasks,… Continue reading

 

Loans From Your 401(k): Understand the Facts

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The pandemic year has a been a hard one for otherwise diligent savers and investors. Some of your employees may have opted to take out loans from their 401(k) plan to cover expenses. It’s important as a plan provider to… Continue reading

 

Small Business 401(k) Red Flags You Should See…Before The IRS Does

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Every year at tax time, your CPA goes over your company books, prepares your personal return and — after a few weeks of grinding — hands you something to sign. Ever think about what your signature means on a tax… Continue reading

 

Why Business Owners Should Use a 3(38) 401(k) Retirement Plan Adviser

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How would you rate your investment savvy? Many business owners enjoy buying and selling stocks for fun, but few properly account for their true performance over time. Now think about your employees’ 401(k) savings. Are you ready to personally make… Continue reading

 
    
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