The Internal Revenue Service has updated retirement plan contribution limits for 2020 to benefit taxpayers across the board. The new guidelines affect not just 401(k)s …
How to Use IRA Checkwriting in Retirement to Save on Taxes
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 …
