How to Maximize 401(k) Contributions for Key Employees

February 16, 2018 by Alex Goldberg

So your business is humming along and you’d like to maximize retirement benefits and 401(k) savings for your top performers. And, if your company can […]

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How to Think About Your 401(k) Vesting Schedule

February 15, 2018 by Alex Goldberg

When it comes to running the company 401(k), there are a lot of trade-offs to consider. For example, you want to offer employees ample investment […]

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401(k) Loan Policy Best Practices

February 11, 2018 by Alex Goldberg

To start, here’s a bit of general background on 401(k) loans policy: Despite the fact that adopting a liberal 401(k) loan policy can add administrative […]

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The Quick-Start Guide to 401k Plan Documents and Records

February 7, 2018 by Alex Goldberg

Whether you’re staring down the barrel of a Department of Labor (DoL) audit or just being proactive, knowing the details on your 401(k) plan documents […]

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Change Retirement in America

January 30, 2018 by Healy Jones

Retirement in America is underfunded by $6 trillion – and the existing financial service providers aren’t doing enough to fix it. Although they are collecting […]

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Start-Up Life: Why I Traded Wall Street for Fintech

January 25, 2018 by Inbar Koppel

Boardrooms, suits and hierarchy, or graphic tees, free snacks, and coffee with the CEO? These visuals are at odds with each other, and no two […]

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ERISA 3(21) Fiduciary vs. 3(38): Does Your Investment Fiduciary Have Your Back?

January 24, 2018 by Alex Goldberg

Are you in charge of selecting the investments in the 401(k)? Or have you outsourced the investment management of your company’s plan to a third […]

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How Employee Financial Wellness Impacts Performance

January 22, 2018 by Alex Goldberg

If your small business offers a 401(k), give yourself a pat on the back. You are building a retirement nest egg and providing your employees […]

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Major ForUsAll Milestones – $500m in Assets and $21m in Venture Funding

January 18, 2018 by Healy Jones

Last January we were pleased to announce that we grew our assets to $100 million. This year we are excited to let the world know […]

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401(k)s for Engineering Firms: Structuring A Better Retirement Plan

January 17, 2018 by Alex Goldberg

Meeting your engineering firm’s project deadlines is critical to your business. But your 401(k) also faces a deadline — the deadline for each employee to […]

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