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How to acquire a retirement plan advisory business
Growing your retirement plan advisory business by acquisition can be a practical—and profitable—option, whether you’re a start-up or an established firm. You want to buy the right company for the right reasons and find a seller who can help you maximize growth and client retention.
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The basics of the 401(k) coverage test
The 401(k) coverage test is one of the nondiscrimination tests plan sponsors must perform each year to keep their plan compliant. Find out what’s involved in completing this test.
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Retirement TPAs—7 tips for optimizing a hybrid work schedule
The retirement TPA workplace has shifted to a hybrid work schedule: part time in the office and part-time remote. Get 7 tips for managing remote employees and making a seamless transition.
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Building your 401(k) know-how: What’s dollar cost averaging?
Dollar cost averaging may help people manage the ups and downs of financial markets, and it’s an inherent part of 401(k) plans. Learn how dollar cost averaging works.
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401(k) nondiscrimination testing—a guide for plan sponsors and other fiduciaries
Nondiscrimination tests are designed to prove that qualified retirement plans aren’t just benefitting the highly compensated. Here's a review of how these tests work—and the penalties plan sponsors can pay if they get a failing grade.
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What happens when there’s a mistake in your 401(k) plan? Overview of the IRS correction program
Correcting plan errors as soon as they’re discovered can help avoid costly sanctions and negative tax consequences. Learn about the IRS correction program and key steps for fixing plan errors.
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What causes people to retire early—and how to stay prepared
If you had to retire earlier than planned, would you be financially ready? Let’s look at the factors that lead to unplanned early retirement, and steps that can help ensure that if you’re suddenly forced to stop working full time, you’ll have the ongoing cash flow you’ll need.
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How to sell your retirement plan advisory business
You’ve built a successful advisory business, and now you’re thinking of retiring. Are you thinking of selling your advisory practice? You need to know the steps necessary to properly position your practice years before it’s time to sell.
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Is your child considering trade school? Tap into your 529
If your child is considering educational opportunities outside of the traditional college degree, you may be able to use tax-free distributions from your 529 account to pay for your student’s qualified educational expenses.
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Managing your money in your 30s—how to plan for today and tomorrow
As you reach your 30s, managing your money gets more complicated, while priorities may begin shifting from student loans and rent to a mortgage and saving for retirement. Here are two views and timely tips that can help make things easier.
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