The Hidden Dangers of PEP Retirement Plans
If you own a small or medium-sized business and you don’t have a 401(k) plan up and running yet, you may be unfamiliar with the choice of joining a Pooled…
Jared Porter
COO, Co-founder
Jared is 401(k) expert and early-morning basketball enthusiast. He enjoys explaining complicated retirement issues in simple ways.
AUTHOR BLOG posts
Blog, FA Partnerships, Insights for Advisors, Solutions Groups
Blog, FA Partnerships, Insights for Advisors, Solutions FA
New Roth Employer Contributions Law
In a perfect world, everyone would have enough money to cover all their expenses and they wouldn’t have to worry about retirement. Unfortunately, if that was even possible, it would…
Blog, FA Partnerships, Insights for Advisors
SECURE 2.0: The Highlights You Need to Know
I’m sure that most people have heard rumblings about changes coming to us for 401(k) (retirement) plans. If not, then that’s okay. Most of what is trendy takes a little…
Blog, FA Partnerships, Insights for Advisors, Insights for Everyone Else, Solutions FA, Solutions Groups
5 Reasons to Offer a Group 401(k) Plan to Your Organization
Business associations, chambers of commerce or any other loosely related organization of businesses can sponsor a group 401(k) plan. A high-quality and low-cost benefit can provide an attractive reason for…
Blog, Insights for Employers, Insights for Everyone Else, Safe Harbor, SMB
Why a Safe Harbor 401(k) Plan?
When it comes to selecting a 401(k) plan, you may not know where to start. You may also be confused by the options that are presented to you, and in…
Blog, FA Partnerships, Insights for Advisors, Insights for Everyone Else, Solutions Groups
Why a 401(k) Syndicate is the Best Option for a Chamber of Commerce
When it comes to the 401(k) retirement benefit, it’s important to make it easy to use and flexible. In fact, that is why technology can do so much to simplify…
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