Under IRS regulations, 401k plans must pass certain nondiscrimination tests in order to avoid fees, required withdrawals, additional employer contributions, or the cancellation of a …
Glass Jacobson Renews CEFEX Certification
Glass Jacobson has renewed its investment advisor certification with the Centre for Fiduciary Excellence, CEFEX, for another year. An Fi360 company, CEFEX certifies investment advisory …
Retirement Plans Have New Contribution Limits for 2019
The IRS has announced new contribution limits for retirement accounts, effective this year. Before you make any 2019 contributions to an IRA, 401(k), or another tax-advantaged …
Compound Interest: The Proven Investment Strategy [VIDEO]
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 …
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 …
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 …
Glass Jacobson Investment Advisors, LLC is Certified for Fiduciary Excellence
The following PR announcement was originally published on Newswire. OWINGS MILLS, MD, January 25, 2018 (Newswire.com) – CEFEX, the Centre for Fiduciary Excellence, LLC, an Fi360 company, has …
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 …
401k Loans: Should Plan Sponsors Offer the Ability to Get Them?
The concept of a 401k loan (borrowing from a 401k account) is nothing new. However, now that millennials (individuals aged 19-35) represent the majority of …
