Are you Looking to Change or Switch your Company’s 401(k) Plan?
Here are five reasons we get contacted by plan sponsors to switch from other providers.
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04, 2020
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03, 2020
Don’t Touch Your 401(k)…It Is A Bigger Deal Than You Might Think
We know you have diligently been contributing to a 401(k) plan, and you have probably enjoyed seeing your net worth grow each year. For many Americans, a company-sponsored 401(k) account will be the most valuable piece of their retirement income pie someday.
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03, 2020
Safe Harbor 401(k) Plans
For certain small business owners, a Safe Harbor 401(k) can represent a uniquely attractive option. By adding a Safe Harbor provision to a 401(k) plan, an employer can avoid top-heavy rules and non-discrimination tests and still offer the company’s highly compensated employees a chance to max out their retirement contributions.
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03, 2020
Shelton 401(k) Bonus Pro-Tip: Reduce the Impact of Market Volatility with a Dollar-Cost Averaging Strategy
If you find yourself worried about falling stock prices – but you do not want to miss out the market’s inevitable turnaround — here is a tried-and-true investing strategy to consider.