Blog

Our tournament has quickly become one of the fastest growing Financial Advisor events of the year in Orange County. We are excited to announce the date.

April 22, 2022 

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As an employer with a retirement plan, did you know there are certain annual forms that if not filed in a timely way can cost you a bundle in penalties? Form 5500 or Annual/Return Report of Employee Benefit Plan is one of those forms and it literally pays to better understand.

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What is a Lifetime Income Illustration? Every year, Vanguard’s Institutional Investor Group analyzes account data from five million retirement accounts. Across these accounts, the typical balance varies widely depending upon the method used for calculation. The average 401(k) savings balance is $129,157. However, the median account balance is only $33,472, according to Vanguard's latest data. This amount of retirement funds is not enough money for most people to live on for the rest of their lives.

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Do you know what a defined benefit plan is and the real benefits you will receive? In this article we explore the tax advantages, purpose, and flexibility of a defined benefit plan a type of retirement plan that promises to pay an eligible employee, a monthly benefit at retirement.

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From both an employer’s and an employee’s perspective, why is the correct handling of a designated beneficiary form and its completion so critical? It’s because this all-important form controls how retirement funds will be allocated in the case of death, divorce, and other life-altering events and who will benefit from those funds. What role does the SECURE Act of 2019 play in retirement distribution for both employers and employees? Get educated, so you can be certain your retirement funds and plans will be handled in just the right way.

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