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 to someone else. If you …
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 plan altogether. The purpose of …
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 firms that meet verified standards …
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 account, be sure to go …
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 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, …
