One question we frequently get is “Do I qualify for Social Security as an educator?”. This article will shed some light on that question.

Wondering how much you can put away for retirement next year? The IRS released updated contribution limits for 2023. Knowing the limits for different types of accounts can help you maximize your retirement savings AND save money on taxes.

Wondering how much you can put away for retirement next year? The IRS released updated contribution limits for 2023. Knowing the limits for different types of accounts can help you maximize your retirement savings AND save money on taxes.

Wondering how much you can put away for retirement next year? The IRS released updated contribution limits for 2022. Knowing the limits for different types of accounts can help you maximize your retirement savings AND save money on taxes.

So many acronyms! But they represent very important considerations for you as a 401(k) or 403(b) plan sponsor. So first, what are they?

Over the last few years we have traced the evolution of regulatory fiduciary rulemaking in our newsletters. We have followed the movement from virtually no definition of a fiduciary rule to a tight definition in the previously proposed Fiduciary Rule, and then on to where we are now. And just where is that today?

“For All the Children” is a non-profit educational entity headquartered in the Bay Area. They provide after school tutoring services for students in 3rd – 8th grade. Lisa May, the company’s founder, was a former Teach for America teacher and founded the non-profit when she was 38 years old. Found out how she repositioned the company's 401(k) to make her employees feel valued.

Wondering how much you can sock away for retirement next year? Knowing the limits for different types of accounts can help you maximize your retirement savings AND save money on taxes.

Overall, more money tends to make employees happier. Happy employees tend to stay with the company longer. Profit-sharing can be a win/win for employees and employers in small and large companies (and, ironically, non-profit companies can also take advantage of this type of plan).