Here’s What to Consider as You Approach Retirement
As life expectancy rates are increasing, and a wealth of information is available at your fingertips,...
August 5, 2016 - Amanda Hagerty
What Small Businesses Need to Know About 401k Testing
ERISA requires a certain set of tests to be performed yearly on every 401(k) plan...
April 25, 2016 - Amanda Hagerty
Individual 401k Contribution Limits Remain Unchanged for 2016
Wow, 2015 is flying by! Before you know it we’ll be heading into 2016. Keep...
December 4, 2015 - Amanda Hagerty
Don’t wait until it’s too late…Review this checklist before year-end
If you’re a Plan Sponsor providing a 401(k) plan for your employees, make sure you...
December 1, 2015 - Amanda Hagerty
Which would you choose: health or wealth?
Everyone has a ranking system for the most important things in their lives. Where do...
November 20, 2015 - Amanda Hagerty
Are You Aware of These 5 ‘Little’ Things that Can Have a ‘Big’ Impact on Your 401(k)?
Over the past 25 years, 401(k) plans have become the dominant retirement planning option for...
August 26, 2015 - Amanda Hagerty
Do Your Company Contribution Plans Stack Up?
When it comes to saving, we all know its’ importance. Wisely investing throughout our career...
April 28, 2015 - Amanda Hagerty
Individual 401k Contribution Limits Increased for 2015
Can you believe that the year is almost over? Before you know it, Thanksgiving and...
November 10, 2014 - Amanda Hagerty
How Do Your Employees Feel About Retirement?
It goes without saying that we all know the importance of retirement and establishing financial...
October 9, 2014 - Amanda Hagerty