Q&A with Paul Sydlansky of Lake Road Advisors

Did you miss our previous article… https://www.heartlandmermaid.com/?p=335 Anthony Smithwww.heartlandmermaid.com

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401(k) Considerations for Highly Compensated Employees

Smart savers 401(k) considerations for highly compensated employees A 401(k) plan should help every employee – from senior executives to entry-level workers – save for a more comfortable future. To

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Why You Should Have a 401(k) Committee and How to Create One

Are you thinking about starting a 401(k) plan or have a plan and are feeling overwhelmed with your current responsibilities? If you answered “yes” to either of these questions, then

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Betterment’s Retirement Advice Tools Explained

TABLE OF CONTENTS Define What Retirement Means To YouSetting Up Your Retirement Projections At BettermentUnderstanding Betterment’s RecommendationsTaking Action Savings towards retirement is one of the most popular reasons people use

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Webinar Recording: How Custom Portfolios for Advisors Can Help Scale Your Business

Introducing custom portfolios for advisors: the latest tooling from Betterment for Advisors that can help growing firms set a new standard for business efficiency. Betterment for Advisors’ powerful automation tools

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Pros and Cons of Illinois Secure Choice for Small Businesses

Since it was launched in 2018, the Illinois Secure Choice retirement program has helped thousands of people in Illinois save for their future. If you’re an employer in Illinois, state

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401(k) Required Minimum Distributions (RMDs) now start at age 72

401(k) plans can help you save for retirement in a significantly tax-advantaged way. However, the Internal Revenue Service (IRS) requires that you start taking withdrawals from their qualified retirement accounts

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How Memestocks Affected Investors’ Actions And Emotions

Money and emotions have long gone hand-in-hand, and this is no more apparent than during significant financial crises. From the 2008 market crash to COVID-19’s economic impact, we’ve seen first

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A Guide to Safe Harbor 401(k) Plans

“Your 401(k) plan failed.” Those words can strike fear in the hearts of even the most seasoned business owners. However, there’s a way to avoid the stress of your plan’s

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What Employers Should Know About Timing of 401(k) Contributions

Timing of employee 401(k) contributions (including loan repayments) When must employee contributions and loan repayments be withheld from payroll? This is a top audit issue for 401(k) plans, and requires

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