401(k) Resolutions

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The turning of the calendar year is a great opportunity to create a list of resolutions that can improve your life.  I am going to leverage my Holiday practice making lists and checking them twice to help clients make sure they have a 401k or 403b Plan that is working effectively for both the employer and the employees.  So here is my list of New Years’ Resolutions for a retirement plan: Check Your Plan Participation Rate – a study by Vanguard earlier this year indicated that a 72% employee participation rate is a good target for most small business owners, […]

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Flourish Financially with Kathy Longo