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Topic:
Business Owners
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Say Goodbye to Manual Leave Tracking: Transforming Your Small Business Through Automation
Managing vacation requests and tracking time off can be a tedious and time-consuming task for any firm. Traditional methods, such as spreadsheets or manual tracking, might get the job done, but they can often lead to inefficiencies as your firm grows. The demands of managing leave for multiple employees, particularly in a small Registered Investment…
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Why Offering a 401(k) Plan is the Ultimate Win-Win for Company Owners
As a business owner, you face tough decisions every day. One decision that could have a lasting impact on your company’s success—and your employees’ financial future—is offering a 401(k) plan. Not only does it benefit your bottom line, but it also shows your commitment to employee well-being. Let’s explore why offering a 401(k) plan is…
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10 Essential Traits of High-Performing Client Service Associates in Financial Planning
In the dynamic world of financial services, Client Service Associates (CSAs) play a pivotal role that extends far beyond administrative support. As a crucial support system for financial advisors, CSAs are integral to fostering strong client relationships and ensuring smooth operations within a financial planning firm. For financial planning firms looking to cultivate top-tier talent,…
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What is an ERISA Bond for a 401(k) Plan, and Why Does It Matter?
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…
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Merging More Than Just Companies: Your Guide to Seamless Retirement Plan Integration
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…
