by Taylor Johnson | Feb 5, 2020 | Retirement
The main difference between an IRA and a 403(b) is the type of account. A 403(b) is set up by the employer while the IRA can be set up by an individual.EligibilityEligibility for a 403(b) depends on the employer. Except for a couple of small restrictions, almost...
by Taylor Johnson | Oct 29, 2019 | Retirement
How to inform and educate your participants on retirement planning:Let’s first go over the definition of Inform and educate.To “inform” means: To provide specific details about a topic in such a manner that it is useful in arriving at a solution to a felt...
by Taylor Johnson | Sep 12, 2019 | Retirement
When choosing a retirement plan, it is important to understand the difference between 403(b), 403(b)(7), 403(b)(9), and 401(k) plans. Assuming that your organization is a 501(c)(3) and is either a church or parachurch organization, you qualify for any of these...
by Taylor Johnson | Aug 14, 2019 | Retirement
Do you look back in regret at the lost opportunities in your life?So many live a life of regret. They spend their productive hours ruminating on what could have been, what should have been, what might have been or the failure of what did occur. Job reflects...
by Taylor Johnson | Aug 14, 2019 | Retirement
When you offer a retirement plan to your employees, you are taking on fiduciary responsibility. It is your responsibility to oversee and make decisions about your retirement plan for the benefit of the participants. This is also why it’s a good idea to frequently...
by Taylor Johnson | Dec 4, 2017 | Retirement
Leading and unity inherently include a dynamic tension that is hard to resolve. Leading includes envisioning a future that does not exist. It also includes communicating that vision to a group of people that have not seen, experienced, or acknowledged the potential...
