401(k) Home

What Every Busines Owner Needs to Know About Their 401(k) Plan
 

 
As a plan sponsor, you want what is best for your plan participants. We share that same goal. However, the steps necessary to achieve that goal can be quite arduous if you don’t have the right measures in place.
 
Providing a 401(k) for your employees is much more involved than simply putting together a list of mutual funds. As a plan sponsor, it is important for you to understand all of the elements of providing a 401(k) plan, including the regulatory compliance elements coupled with a robust plan design.
 
Our firm strives to educate and guide you during the decision-making process. If you currently have a plan, it is our goal to make sure you and your participants are getting the most value from your plan. If you are considering implementing a plan, it is important that you take prudent steps to achieve your end goal.

That’s where we come in. We invite you to join us for a consultation. No decisions. Just discussion. We’re confident you’ll feel empowered to make more educated decisions after we’ve met.

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Latest News

Weekly Economic Update - 5.27.13

 
APRIL DATA AFFIRMS HOUSING REBOUND
 
Last month brought a 2.3% gain in new home sales and an 0.6% increase in existing home sales. Distressed properties (short sales and foreclosures) represented only 18% of residential resales in April, the National Association of Realtors noted; compare that with 28% of sales in April 2012.
 
Weekly Economic Update - 5.20.13

 
SUBDUED INFLATION IN APRIL
 
Consumer and producer prices retreated last month. The federal government’s Consumer Price Index fell 0.4%, a monthly descent unseen since December 2008; the Producer Price Index declined 0.7%, its biggest monthly drop in three years.
 
Weekly Economic Update - 5.13.13

 
HOW IS THIS EARNINGS SEASON TURNING OUT?
 
At the closing bell on May 10, 90% of S&P 500 firms had reported quarterly results. According to Reuters, 67% of them have surpassed earnings forecasts and 24% have fallen short of projections. Should the remaining 50 components report results matching estimates, earnings will be up 5.3% on last year.
 

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