Guidance for Business Owners Selecting a Retirement Plan
If you’re a business owner, establishing a retirement plan can provide a number of benefits — to you, your business, … Read more…
The Other Safe Harbor Plan
Retirement plan sponsors are familiar with 401(k) plans that have Safe Harbor provisions and include one of two Safe Harbor … Read more…
Next Round of OregonSaves: Is It Right for You?
On December 15, 2018, the State of Oregon will implement its next round of private company retirement plan requirements. Companies with 20 to 49 employees will be required to auto-enroll all employees who do not currently have a retirement plan into the OregonSaves retirement program…
Should Your 401k Plan be a Safe Harbor 401k Plan?
Business owners generally intend to fund the annual deferral dollar limit when they establish a 401(k) Plan. In 2018, the … Read more…
Teens in your family with summer jobs? Set up IRAs for them!
Teenagers’ retirement may seem too far off to warrant saving now, but IRAs can be perfect for teens precisely because … Read more…