by Taylor Johnson | Jan 26, 2021 | Plan Selection
You know your faith-based organization or church needs a retirement plan. But you want a plan provider that understands your unique needs.You’re not looking for a cookie-cutter 401k plan, where customer service treats you like a number, not a person. You want to feel...
by Taylor Johnson | Jan 19, 2021 | Retirement
A 403(b) retirement plan:Is typically established by not-for-profit 501(c)(3) employers, hospitals, self-employed ministers, and public education organizations. Allows eligible employees to make salary reduction contributions into the plan on a pre-tax and/or...
by Taylor Johnson | Jan 18, 2021 | Plan Design
Does your retirement plan offer a diversified investment menu for your employees?Offering a high-quality menu of investments to your employees will help meet their unique needs and different risk profiles. Let me explain.What steps can you take to ensure your...
by Taylor Johnson | Jan 6, 2021 | Plan Selection
What does your retirement plan cost? Are your expenses too high? How do you even know?The average participant will say that their retirement plan costs nothing. As a plan administrator, you know that’s not right. But do you wonder what the expenses are? And what they...
by Taylor Johnson | Dec 16, 2020 | Retirement
As a postscript to Rick Warren’s Magnus Opus, The Purpose Driven Life, he suggests that money and purpose do mix. Let’s take this one step further—it is difficult to fulfill a purpose without money as a component. Seldom is it an issue of too much, or too...
