CalSavers is forcing all businesses with 5 or more employees to either get a company retirement plan in place, or send their employees to a state-designed, state-run inflexible retirement plan. Learn more and how to avoid!
To reduce 401k costs, you must understand the cost equation. Once you understand it, you can change it. That's exactly what we have done to revolutionize the small to medium size 401k plan market!
We are very excited to be offering HSA (health savings account) to individuals, families and groups. HSA’s are a very powerful financial tool for individuals and families in today’s financial climate! However, many have not discovered and understood this great tool!
Let us introduce the reader to the fiscally conservative 401k strategy for small and medium sized plans. The Fiscally Prudent 401(k) Plan is a “shining beacon” in the small and medium size plan market (<$50M).
So, yes, these two completely different government and private sector roles have similarities in that they each have an important fiduciary duty overseeing others’ assets.
