Category Archives: General

What Is a Vesting Schedule and How Does It Work?

Today, employers are looking for creative approaches to keep their workers in their businesses. It has not been a more accessible experience in the entire business sector as companies feel they’ll lose their workers due to competition and the changing labor market. That is why companies are actively looking for creative ideas to remain relevant […]

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Secure Act 2.0: What Is It and What Do I Need to Know?

Recently, the United States House of Representatives passed the SECURE Act 2.0 (Securing a Strong Retirement Act of 2021) on March 29, 2022, by an overwhelming bipartisan vote, 414-5. This is after the House Ways and Means Committee unanimously approved the bill in May 2021. The bill heads to the Senate for consideration. Here are […]

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What Is the Post PPA Document Restatement?

Retirement plan documents include some legal documents that compose the provisions of the plan as well as the regulatory requirements for a certain plan. Most of these qualified plans utilize a plan document called preapproved. Are there some questions that keep running through your mind about these documents? Is the post PPA document restatement finished? What […]

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Financial Tips to Consider as a New Parent

If you and your spouse are having a child together, there can be a dizzying number of things to think about. Many of these concerns tend to center around money, which is why financial planning for new parents is so important. Financial planning with a newborn can be a seemingly Herculean task. You may not […]

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What You Need to Know About How Taxes Work for a 401(K)

Are you planning your retirement in Phoenix, AZ? A 401(k) is one of the most common forms of retirement accounts, but many people don’t fully understand how taxes work with a 401(k). If you want to minimize the taxes you pay and make the most of your retirement account, read on to learn what you […]

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