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RWM Financial BLOG

Five Design Features Agricultural Companies Worth Considering in a 401(k) Plan

News, Retirement Plan Design
two employees at a plant nursery

As a business owner in the agricultural sector, you may be considering starting a retirement plan for your employees, or you may already have a plan in place that needs some updating. From technology to employee education, there are particular challenges agricultural companies face when designing and communicating a 401(k) plan. We’ll share our top five features to consider when creating or updating your retirement plan.

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November 17, 2021
https://www.rwmfinancialgroup.com/wp-content/uploads/2022/09/AdobeStock_213675943.jpeg 1668 2500 R.W.M. Financial Group https://www.rwmfinancialgroup.com/wp-content/uploads/2022/09/RWM_Brand-Identity_RGB_Wordmark_Color-1030x883.png R.W.M. Financial Group2021-11-17 16:00:002022-10-04 09:14:22Five Design Features Agricultural Companies Worth Considering in a 401(k) Plan

How to Overcome Common HR Challenges in Your Tribal Organization’s Retirement Plan Pt. 2

News, Tribal Retirement Plans
Diverse business partners brainstorming, discussing project at meeting, sitting at table in boardroom, colleagues listening to businessman sharing ideas, confident coach mentor training staff

In the first part of this blog, we explained some of the standard HR and benefits challenges your tribal organization can avoid in your retirement plan efforts, including working with a financial advisor and tightening up your retirement loan policy. In part two, we explain how critical education is to the overall success of your plan and participants.

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November 3, 2021
https://www.rwmfinancialgroup.com/wp-content/uploads/2021/11/iStock-1227397611-scaled.jpg 1707 2560 Amanda Rogers https://www.rwmfinancialgroup.com/wp-content/uploads/2022/09/RWM_Brand-Identity_RGB_Wordmark_Color-1030x883.png Amanda Rogers2021-11-03 15:00:002022-09-28 15:37:22How to Overcome Common HR Challenges in Your Tribal Organization’s Retirement Plan Pt. 2

How to Overcome Common HR Challenges in Your Tribal Organization’s Retirement Plan Pt. 1

News, Tribal Retirement Plans
Confident African male leader standing telling diverse colleagues about new project, boss lead briefing for different age workgroup team employees in office. Sharing information and leadership concept

As a human resources representative or benefits coordinator for a tribal organization, the implementation and management of your retirement plan generally fall within your responsibility. However, if your retirement plan and employee participation rates aren’t performing the way you would have hoped—or if you’re swamped with more work than expected—there may be areas within your plan that require some attention.

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October 21, 2021
https://www.rwmfinancialgroup.com/wp-content/uploads/2021/10/iStock-1257268399-scaled.jpg 1707 2560 Amanda Rogers https://www.rwmfinancialgroup.com/wp-content/uploads/2022/09/RWM_Brand-Identity_RGB_Wordmark_Color-1030x883.png Amanda Rogers2021-10-21 15:00:002022-09-28 15:19:07How to Overcome Common HR Challenges in Your Tribal Organization’s Retirement Plan Pt. 1

RWM Welcomes New Executive Assistant Desiree Jacobs

News, Team Announcement
Desiree Jacobs

We are pleased to announce Desiree Jacobs as RWM Financial Group’s new executive assistant. Desiree has more than 21 years of professional experience in marketing and administrative support. Her background has broadened her exposure to various roles and responsibilities, giving her a diversified approach to problem-solving and marketing techniques.

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September 4, 2021
https://www.rwmfinancialgroup.com/wp-content/uploads/2022/09/Sand-and-Stone-Media-140-e1664399100586.jpg 860 1067 Amanda Rogers https://www.rwmfinancialgroup.com/wp-content/uploads/2022/09/RWM_Brand-Identity_RGB_Wordmark_Color-1030x883.png Amanda Rogers2021-09-04 00:22:582022-09-28 15:10:33RWM Welcomes New Executive Assistant Desiree Jacobs

Some of the Top Mistakes Employers Make When Building a Retirement Plan

News, Retirement Plan Design
MISTAKES TO AVOID - words in a white notebook against the background of a black notebook with a pen. Business concept

As an employer, offering a retirement plan is one way to help your employees realize their post-career goals after their years of hard work. When you’re designing your retirement plan, there are key areas to be aware of based on your entity type, such as governmental agencies and non-governmental businesses in both non-tribal and tribal organizations. If you’re unaware of these various factors and differences, you could face administrative and legal challenges.

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September 2, 2021
https://www.rwmfinancialgroup.com/wp-content/uploads/2022/06/iStock-1340586279-scaled.jpg 1707 2560 R.W.M. Financial Group https://www.rwmfinancialgroup.com/wp-content/uploads/2022/09/RWM_Brand-Identity_RGB_Wordmark_Color-1030x883.png R.W.M. Financial Group2021-09-02 22:30:002022-10-04 09:16:18Some of the Top Mistakes Employers Make When Building a Retirement Plan

RWM Financial Group Introduces a New Website Experience

News
Wireless wifi for remote work in airport lounge bar, hotel lobby or cafe. Phone and laptop. Woman using smartphone and modern notebook pc computer on table. Real estate agent or student reading email.

We’re happy to announce the rollout of our newly designed website, which provides you with a more efficient and convenient online experience. We’re committed to the modern, unique, and professional approach we extend to every client who walks through our doors—and we thought it was time our website reflected that same perspective. We worked hard […]

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August 18, 2021
https://www.rwmfinancialgroup.com/wp-content/uploads/2021/08/iStock-1307162575-scaled.jpg 1630 2560 Amanda Rogers https://www.rwmfinancialgroup.com/wp-content/uploads/2022/09/RWM_Brand-Identity_RGB_Wordmark_Color-1030x883.png Amanda Rogers2021-08-18 17:58:002022-10-04 09:19:50RWM Financial Group Introduces a New Website Experience

What to Consider if Your Inheritance Includes a Retirement Account

Investing Inheritance, News
Panorama senior man and woman couple embracing at sunset or sunrise on a deserted tropical beach panoramic web banner

Did you recently receive an inheritance that included a retirement account, such as a 401(k) or IRA? You may wonder when you should and are required to take distributions and what investment strategy will be most effective for your financial situation. The main characteristic of a retirement program inheritance is that most beneficiaries must deplete […]

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June 17, 2021
https://www.rwmfinancialgroup.com/wp-content/uploads/2021/06/iStock-1302247626-scaled-e1664399227237.jpg 908 1804 R.W.M. Financial Group https://www.rwmfinancialgroup.com/wp-content/uploads/2022/09/RWM_Brand-Identity_RGB_Wordmark_Color-1030x883.png R.W.M. Financial Group2021-06-17 17:49:062022-10-04 09:22:01What to Consider if Your Inheritance Includes a Retirement Account

Brahm Named to LPL’s Executive Chairman’s Club

News
Brahm Rossiter LPL Partner

We are excited to announce that Brahm Rossiter was recently named to LPL Financial Holdings’s Executive Chairman’s Club. This honor speaks to Brahm’s commitment to our clients and their unique financial needs. It is also a reflection of our clients’ loyalty in their relationship with us as a firm and their willingness to share their […]

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April 21, 2021
https://www.rwmfinancialgroup.com/wp-content/uploads/2022/09/Sand-and-Stone-Media-74-e1664399063774.jpg 685 1067 Amanda Rogers https://www.rwmfinancialgroup.com/wp-content/uploads/2022/09/RWM_Brand-Identity_RGB_Wordmark_Color-1030x883.png Amanda Rogers2021-04-21 16:34:002022-09-28 14:42:16Brahm Named to LPL’s Executive Chairman’s Club

How to Design a Retirement Program for Your Large or Small Business

News
Team of multiethnic architects working on construction plans in meeting room. Engineers and designers discussing project in office. Businesswoman with business team in conference room working on blueprint.

Implementing a retirement program for your company is a significant step in attracting and retaining top talent, affording your employees long-term financial benefits, and scaling your business overall. Still, the features and benefits of retirement plans vary by business based on several factors. Which ones should your company consider? We’ll explain what small and large businesses should think about when designing a successful program.

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April 20, 2021
https://www.rwmfinancialgroup.com/wp-content/uploads/2022/06/iStock-1189899412-scaled.jpg 1706 2560 Amanda Rogers https://www.rwmfinancialgroup.com/wp-content/uploads/2022/09/RWM_Brand-Identity_RGB_Wordmark_Color-1030x883.png Amanda Rogers2021-04-20 16:32:002022-09-28 16:04:07How to Design a Retirement Program for Your Large or Small Business
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