Twelve Points Insights
3 Things Every Company With a 401k Should Ask Its Advisor
Does your company have a 401(k)? Are you the Plan Sponsor? If you answered “yes” to both of these questions, I have one more for you: are you aware of the fiduciary role you are assuming? As a business owner and a 401(k) Plan Sponsor, you have a responsibility to select a high-quality investment advisor for your plan.
Francesca Federico on Gift-Giving & Family Business Succession Planning
In December 2014, Francesca Federico was a featured guest on Small Business Digest Radio. She and host Don Mazzella spoke about her career path, gift-giving advice and succession planning for family-owned businesses.
Tips for Businesses to Get Off to a Great Start in the New Year
It’s that time again, when everyone looks back over the past year and decides what changes they must implement to better their lives. Maybe you are one of the masses flocking to the gym to improve your health this year. Or, maybe your goal is to add more leisure to your daily routine and help lower your level of stress.
