by Bryce Thompson | Jun 21, 2023 | 401k, Retirement Planning, Uncategorized
Delta recently announced the introduction of a new Market Based Cash Balance Plan (MBCBP) intended to supplement their current 401(k) plan. (“Negotiators’ Notepad 23-17,” 2023). This new MBCBP is a supplemental plan that offers the opportunity for Delta pilots to... by Lauren | Jun 24, 2022 | 401k, Business Executives, Business Owners, Retirement Planning
With a business to run you may not be paying much attention to retirement plan legislation. Congress is working towards the passage of what has been dubbed the SECURE Act 2.0 and it is packed with potential changes business owners need to know about. Don’t... by Lauren | Aug 9, 2021 | 401k, Business Owners, Retirement Planning
photo by Andrea Piacquadio via pexels.com Rachel is a high earning soloprenuer. While she’s already contributing the maximum to her pre-tax 401(k) plan, she still has a substantial amount that she would like to put towards her retirement but she makes too much... 
by Lauren | Apr 30, 2020 | 401k, Business Owners, Planning Process, Working Women
Did your 401(k) plan at work fail testing? Now you may be unpleasantly surprised to receive your 401(k) plan savings returned to you. If you earned a lot of money in 2020 ($130,000 or more), you may have received an unwelcome notice from your Human Resources... 
by Lauren | Oct 4, 2019 | 401k, Business Owners
You’ve done what seems impossible to others. You started a business, built it up, and now things are clicking along. There are still challenges (that’s what keeps it interesting) but you know you need to focus some of your energy on your personal financial picture.... 
by Lauren | Jun 18, 2018 | 401k
Lauren sits down with Greg Phelps at the Wealth Summit. In this session, she goes deep into 401k land — covering everything you need to know about: Maxing out your savings (and how to get there) Keeping more of your money (hint: it has to do with the...