One question we frequently get is “Do I qualify for Social Security as an educator?”. This article will shed some light on that question.

Over the last few years we have traced the evolution of regulatory fiduciary rulemaking in our newsletters. We have followed the movement from virtually no definition of a fiduciary rule to a tight definition in the previously proposed Fiduciary Rule, and then on to where we are now. And just where is that today?

Company XYZ is an IT consulting company based in the Southeast. The two owners (each aged 38 at the time) started the company in 2013 with six employees and expanded since then to about 30 employees (with plans to grow to 45 employees by 2022).When the two owners opened Company XYZ, they used a large payroll company for payroll processing. The payroll company also offered a 401(k) program, so the owners opted to use this 401(k) because it seemed the easiest option as they got the company off the ground.Here are a few of Company XYZ’s experiences:

Life has been coming at us fast lately as we cope with the COVID-19 pandemic. Yesterday, the Senate passed the CARES Act (Coronavirus, Aid, Relief, and Economic Security Act), which offers over two trillion dollars in aid.

Is a cash balance plan a good fit as a retirement plan for a doctor's office with ten employees?

If you are a business owner and haven’t heard of a cash balance plan before…you’ll want to keep reading to find out if you can save a small fortune in taxes AND ramp up your retirement funds.