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...
by Taylor Johnson | Dec 9, 2020 | Plan Administration
If you’re a retirement plan administrator, you need to know the roles and responsibilities of a fiduciary.So what is a fiduciary? Are you one? Is your service provider the fiduciary? Are you both fiduciaries together? It is crucial to know your role in all of...
