Joe Heider, Regional Managing Principal, Rehmann Financial Group, discusses the best practices for financial advisors working with retiring small business owners.
Advisors who work with 401(k) plans understand that plan sponsors consider a rising average deferral rate a sign of a successful plan. As the deferral rate increases, so do plan assets, creating a mutual benefit for both the advisor and sponsor...
Missing out on an employer 401(k) opportunity is the most obvious retirement savings mistake a worker could make. 401(k)s are an employee-sponsored savings vehicle. Contributions are made directly from someone’s paycheck and, depending on the...