Demystifying Defined Benefit Plans: My Conversation with Nate Reineke of the Physician Family Financial Advisors Podcast
If you want the security of a guaranteed income during retirement, a defined benefit plan may be a good option for you. But how exactly does a defined benefit plan work, and who is it best for?
Retirement Plans for Small and Medium-Sized Business Owners: My Chat with Susanne Mariga, CPA of The Profit Talk
I was recently a guest on Susanne Mariga’s show, The Profit Talk podcast. The focus of the discussion was on strategies for maximizing profits in businesses through effective retirement planning. Read on for the transcript of our conversation!
Retirement Planology Named to List of Nation’s Top DC Advisor Teams
Retirement Planology, Inc. has been named to the National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of at least $100 million.
Healthcare…Fiduciary? What You Need To Know
Being a healthcare fiduciary comes with a lot of responsibility. I recently chatted with Jessica DuBois of Risk Strategies about fiduciary and healthcare, and how employers can get help with their compliance and fiduciary responsibilities.
Job Ads, Uncool Benefits and More - My Chat with James Hornick
“Job ads are a stupid way to measure job openings,” so says James Hornick of Hirewell, a recruiting firm out of Chicago, who I spoke with a few weeks ago. We also chatted about good and not-so-good benefits, as well as his biggest recruiting pet peeve.
Wrapping Up Year-End For Retirement Plans
In this article we discuss what you can put off and what you can’t with regards to your retirement plan, along with a few other topics, such as the new audit rules, the new overtime compensation threshold that may be put into effect this year, and additional guidance on long-term part-time employees.