Business Owners

When planning for your financial future, one of the most powerful tools you can utilize is your employer-sponsored 401(k) plan. Not only does it offer a structured way to save for retirement, but it also provides unique opportunities to grow your wealth over time through the power of compounding interest. In this post, we’ll explore…

When managing a business, staying compliant with legal requirements can feel overwhelming. One critical but often overlooked necessity when setting up a 401(k) plan is securing an ERISA bond. This essential safeguard protects employees’ retirement savings and ensures compliance with federal regulations. Understanding the Basics: What is an ERISA Bond? An ERISA bond is a…

When companies merge, much attention is often given to combining operations, technology, and corporate cultures. However, one of the most complex—and crucial—tasks that often gets overlooked is how to integrate retirement plans. Getting this step right can ensure that employees stay confident in their benefits and the process runs smoothly. Below, we dive into the…