For more than four decades, the individual retirement account (IRA) has been the go-to savings vehicle for retirement savers who are looking for a current …
3(38) and 3(21) Fiduciary Investment Advisor Services
If you’re a retirement plan sponsor and/or administrator, did you know that you can outsource several key responsibilities for managing your company’s benefits package for …
Succession Planning: 10 Things You Should Consider
Let’s face it: you’re not going to work forever. At some point, you’re going to want (or need) to pass the reins of your business …
401k Plans Must Pass Nondiscrimination Testing
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 …
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