Tags » 401(k)

Closing out 2016 & Planning for 2017

Business owners and executives – we’re all dreaming of what lies ahead in 2017, but have you completed all you need to successfully end 2016? Check out this quick video blog to find out what 4 HR things you should not forget!

Outsourced HR - Human Resources

Be Financially Successful in 2017: 5 Things To Do Before The End of The Year

Another year is coming to an end and The New Year usually brings to mind resolutions, big plans to make change, and revived dedication to improving ourselves. 755 more words

Financial Advising

New Retirement Limits - Same as before ... well almost !

The IRS recently released the updates for the 2017 Limitations on retirement benefits.

It was pretty easy… THE SAME as 2016!

From the IRS Release: 538 more words

Investing/Financial Planning

Tips for Recommending a Defined Contribution or a Defined Benefit Plan

The retirement industry is full of challenges, both for participants and administrators. Understanding the difference between commonly used terms is a task that even retirement professionals need a helping hand with. 377 more words


Insulating Clients from Increased Tax Liability and Underfunded Retirement

When used in the same sentence, the words “change” and “tax code” are seldom associated with good news.

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Vault is automating investment to offer affordable retirement plans beyond 401(k)

Former JP Morgan financial advisor Randy Fernando got the idea for his fintech startup Vault — selected as audience choice for the startup battlefield here at Disrupt London — after his mum asked him whether there were any retirement plan benefits she could offer staff as a hiring incentive at her small business pre-school. 1,032 more words


Should You Borrow from Your 401(k)?

The average credit card balance in June 2015 was $15,706, down from its peak of $18,600 in 2009.¹ With the average credit card annual percentage rate sitting at 14.9%, it represents an expensive way to fund spending.² 361 more words

Personal Finance