Under the Employee Retirement Income Security Act of 1974 (ERISA), Federal law compels any company sponsored retirement plans with 100 or more eligible participants at the beginning of the plan [...]
In recent years the Department Of Labor’s Employee Benefits Security Administration, EBSA, has increased efforts to promote plan sponsor retirement compliance. As evidenced by the EBSA’s 2016 [...]
If you own your own business then you probably enjoy the ability to make your own decisions and act independently. When it comes to retirement the same is probably true, but finding the right [...]
For business owners who wish to provide additional incentives to employees by rewarding them with retirement contributions, a Simplified Employee Pension Plan (SEP-IRA) is a straightforward and [...]
No, this blog post has nothing to do with cars. It’s about features that retirement plan sponsors can implement to help their employees prepare for retirement at limited, or no, cost to the [...]
Co-Founder and Principal Dave Clayman was recently awarded the Certified 401(k) Professional designation, or C(k)P®, by The Retirement Advisor University in collaboration with the UCLA Anderson [...]
In his monthly segment as financial reporter for Radio Entrepreneurs in March, Manny Frangiadakis spoke with program host Jeff Davis about mitigating taxes. Their discussion covered saving, [...]
Manny Frangiadakis’ inaugural segment as the monthly financial reporter for Radio Entrepreneurs took place on February 27th, 2015. He and host Jeff Davis discussed the importance of having a [...]
Businesses, the people who own them, and the industries they constitute, are unique. I think we can all agree that a grocery store operator is going to have different needs and issues than the [...]
Dave Clayman was a guest on The Small Business Advocate, hosted by Jim Blasingame, in December 2014. The following post includes excerpts from their conversation on financial advice for small [...]