The Senate passed the most sweeping retirement legislation in decades - The SECURE Act. Find out how it impacts you here.

Wondering how much you can sock away for retirement?  Knowing the limits for different types of accounts can help you maximize your retirement savings AND save money on taxes.Last week, the IRS released the new deferral rates for 2020.  Without further adieu, see below for the 2019 limits and the new 2020 limits so you can stay on top of your contributions.

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

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.

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."

One of the main questions we often hear is "What's the difference between mutual funds, low-cost index funds, and ETFs?" This post breaks down the definitions for each one and compares their overall offerings.

We have often heard that it’s hard to know where to start when selecting a retirement plan - like a 401(k) or 403(b) - for your company. With over a decade in the retirement industry and 200 years of collective experience, we want to help guide you to make the best decision for your company.