Topics
Topic:
Financial Literacy & Fundamentals
-
Business owners, if you offer a company 401(k), you should know the difference between 3(21) and 3(38) fiduciary services
In today’s evolving legal, regulatory, and litigation environments, it is vital for qualified retirement plan fiduciaries to understand their roles and responsibilities. The additional time and money needed to cover fiduciary duty may be hard to come by for business owners, who likely prefer to spend those resources growing their businesses rather than learning and…
-
Employee Benefits: Quality of Life
The following is a chapter from Employee Benefits: How to Make the Most of Your Stock, Insurance, Retirement, and Executive Benefits by Josh Mungavin CFP®, CRC® and Edited by Chris Boren & Tristan Whittingham. Quality of Life Time-off/Sabbatical Policy Time off for sabbaticals may be paid or unpaid depending on the employer, the duration of service,…
-
Employee Benefits: Highly Compensated Employees and Executive Benefits
The following is a chapter from Employee Benefits: How to Make the Most of Your Stock, Insurance, Retirement, and Executive Benefits by Josh Mungavin CFP®, CRC® and Edited by Chris Boren & Tristan Whittingham. Highly Compensated Employees and Executive Benefits Deferred Compensation Plans Deferred compensation is a written agreement between an employer and employee in which…
-
Employee Benefits: Insurance
The following is a chapter from Employee Benefits: How to Make the Most of Your Stock, Insurance, Retirement, and Executive Benefits by Josh Mungavin CFP®, CRC® and Edited by Chris Boren & Tristan Whittingham. Insurance Health Insurance Options Health insurance options change every year, so it’s important to look over new healthcare options every year. Think…
-
Employee Benefits: Stock Benefits
The following is a chapter from Employee Benefits: How to Make the Most of Your Stock, Insurance, Retirement, and Executive Benefits by Josh Mungavin CFP®, CRC® and Edited by Chris Boren & Tristan Whittingham. Stock Benefits Employee Stock Purchase Plan Optimal Use: Strategies and Analysis Employee stock benefit plans are generally beneficial for one of two…
