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

 

Despite COVID-19 Related Economic Uncertainty, Retirement Balances Hit Record Levels in 2020

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Retirement account balances hit record levels in Q4 2020, according to a recent survey released by Fidelity. More good news: one-third of 401(k) savers increased their savings rate in 2020, while contribution rates for women in 401(k), 403(b) and IRA… Continue reading

 

Your 401(k) Fees Could Cost You A Half Million in Retirement 

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Ask anyone with a 401(k) plan at work what they pay in fees and the answers may surprise you: Most people think they pay nothing at all. Even those who know that’s impossible undershoot by a surprisingly large margin, guessing… Continue reading

 

The Problem With Investment Fees

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Fees matter. Even for savvy investors who pride themselves on proactively putting money away every month, hidden investment fees can eat away at your 401(k) to the tune of millions of dollars over time. Rebalance prides ourselves on our Better… Continue reading

 

Is Your Business At Risk Because Of A Simple Oversight?

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Nobody opens a small business with the dream of being a part-time bookkeeper. Unless, of course, your business is bookkeeping! Same with tax-filing deadlines and the myriad legal and insurance issues that can pop up in any industry. You probably… Continue reading

 
    
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