Fall is in the air and we are officially creeping towards the end of the year. If you are a business owner or a partner, this is typically the time of year when your retirement plan crosses your mind. Whether you need a minor tweak or a major overhaul, your retirement plan strategy is worth a review before the end of the year to make sure you are doing all you can to meet the needs of your own retirement, your employee’s needs, and your company’s objectives.

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.

It's Back to School here in Georgia. Here are the Top 3 Things Teachers Need to Know about their Teacher's Retirement System of Georgia benefit!

President Trump last week nominated Eugene Scalia to head the DOL following Secretary Acosta's resignation. Scalia was instrumental in the first version of the rule's defeat last year. He was the lead counsel for SIFMA and the body of trade groups that defeated the rule. On June 5, 2019, the 4-member Securities and Exchange Commission voted to approve the "Reg BI Package."

Passion led us to create a "better" 403(b) retirement option for employees in the non-profit and charter school sectors.

In case you are tasked with administering your company's 401(k) plan, along with all of your other duties, we were wondering if a few thoughts about 401(k) audits might be helpful. Whether your plan is currently required to do an audit or not, it may be in the future. So let's look at some of the basics.

One of the most under considered aspects of 401(k) plans, especially smaller ones, is overall plan design. This can happen when a small plan chooses a very large 401(k) provider who provides more standardized plan designs due to their sheer size. These plans may work satisfactorily but it is possible that rethinking and customizing a smaller plan's design might better suit both the principals and the employees in the sponsoring company.

Target date funds and target risk funds are two common types of investments in 401(k) plans. Both contain pro's and con's for participants and plan sponsors.