This video on compound interest was taken from our course: “The Step-by-step Guide to Your 401k Plan.” We hope it’s helpful! *Return information sourced from vanguard.com. The estimated returns of …
Why Your Small Business Should Have a Retirement Plan
Offering a retirement plan provides many different benefits for you and your business. In the next few blog posts, we will take a look at different types of retirement plans, …
Why All 401(k) Plan Sponsors Should Have a Fiduciary File
Maintaining good documentation of the setup and operation of a retirement plan is critical. As a 401(k) plan sponsor, it is your responsibility to maintain good documentation and keep it in-house.WHAT …
What Are Stocks, Bonds, and Mutual Funds? [VIDEO]
This video was taken from our course: “The Step-by-step Guide to Your 401k Plan.” We hope it’s helpful! Investing can seem pretty complicated. There are many different types of investments, …
401k Loans: Should Plan Sponsors Offer the Ability to Get Them?
WHY IS GETTING A 401k LOAN ON THE RISE? The concept of a 401k loan (borrowing from a 401k account) is nothing new. However, now that millennials (individuals aged 19-35) …
Roth vs Pre-Tax Contributions: Which Should You Choose? [VIDEO]
Watch the video to get some help deciding. Check out our course “Step-by-step Guide to Your 401k Plan” for more help. Roth vs Pre-Tax: What’s the difference? Pre-tax contributions are …
