Tag: Retirement Plan Consolidation

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Taking Clients Beyond the Quick Fix

A retirement plan is a critical business asset that should be part of any merger and acquisition review and plan. Taking the first steps may require a retirement advisor to collect data, assess coverage requirements, perform some aggregate testing and review compliance. Mergers create a need for a multi-plan conversion strategy. And retirement plans begin to work harder for your business with due diligence on the funds, the plan design and participant pricing and educational resources.
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Is ROTH 401(k) right for you?

The concept of a ROTH 401(k) has been around now for almost 15 years. And while over 75% of plans adopted the ROTH 401(k) provisions, participants have been slow to […]
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Tis the Season. Consolidation Season.

In a year filled with uncertainty, moving your orphaned retirement savings to your current employer’s plan keeps your accounts in one place and makes it easy to manage it more […]
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