Received an IRS Letter About Your Retirement Plan? Here’s What to Do
If you’re a business owner, the reality is at some point you may receive a letter from the IRS regarding your company’s retirement plan. Here’s what to do.
5 Great Tax Breaks for Business Owners with a Retirement Plan
If you’re a business owner just trying to save a little extra cash or a financial advisor hoping to help your clients do the same, saving and investing more for retirement, then we have some insights for you on 5 outstanding tax breaks that will help you pay less in taxes and keep more money in your pocket.
Focus on Your Retirement: Enroll in Your Company’s Retirement Plan in 2018
Everyone has a right to retire, however, retirement is not a handout. Retirement is something that must be planned for and each person’s path …
Find out what you can do with your ROTH retirement plan account
Do you participate in a 401(k), 403(b) or governmental 457(b) retirement plan that has a designated Roth account? If yes, did you know that …
New U.S. Supreme Court Ruling on 403(b) Church Plans and Religious Affiliated Organizations
The U.S. Supreme Court handed down a major decision on June 5, 2017, affecting religious and church affiliated organizations that offer a retirement plan …
The Top 4 Reasons to Use an Outside and Independent Payroll Provider
Written by Jim Hutsinpiller | Employer Services Advisor | PayNorthwest Regardless of the industry, your firm will need a payroll provider. When making a …
401(k) Plans vs. IRAs: What’s the Difference?
The finance and retirement plan industries are riddled with complicated terminology and fine print that are sometimes impossible to decipher. As a result, picking …
Calling All Investment Advisors: What Does Retirement Plan Participation Really Mean?
In the retirement industry, the terms access and participation are tossed around interchangeably. However, they have separate meanings. The term take-up is not as …
3 Ways to Roll Over Your Retirement Plan
Did you know that most pre-retirement payments you receive from a retirement plan or IRA can be “rolled over” by depositing the payment in …
LRS Services Simplified: Selecting a Retirement Plan
In our new blog series, LRS Services Simplified, we will walk you through our most sought after services. In this day and age, not everyone has …