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Five Design Features Agricultural Companies Worth Considering in a 401(k) PlanNews, Retirement Plan Design
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.
How to Overcome Common HR Challenges in Your Tribal Organization’s Retirement Plan Pt. 2News, Tribal Retirement Plans
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.
How to Overcome Common HR Challenges in Your Tribal Organization’s Retirement Plan Pt. 1News, Tribal Retirement Plans
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.
RWM Welcomes New Executive Assistant Desiree JacobsNews, Team Announcement
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.
Some of the Top Mistakes Employers Make When Building a Retirement PlanNews, Retirement Plan Design
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.
RWM Financial Group Introduces a New Website ExperienceNews
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 […]
What to Consider if Your Inheritance Includes a Retirement AccountInvesting Inheritance, News
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 […]
Brahm Named to LPL’s Executive Chairman’s ClubNews
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 […]
How to Design a Retirement Program for Your Large or Small BusinessNews
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.