Revenue Sharing: What’s the right way to apply it in a 401(k) Plan?
To understand the question of how to apply revenue sharing in a 401(k) plan, first we must examine what revenue sharing really is, what form it takes and how it is commonly applied.
Enjoy this collection of news and insights from our team at American Trust.
To understand the question of how to apply revenue sharing in a 401(k) plan, first we must examine what revenue sharing really is, what form it takes and how it is commonly applied.
If you read that title and immediately recognized the reference, this article is for you! It's time for us geriatric’s to embrace our 40s-ish and take full control of our financial future to ensure that our nest egg is well prepared to support a retirement lifestyle full of avocado toast, and Instagram-worthy vacations.
Small businesses are constantly looking for ways to stand out and draw interest from top talent. With retirement planning at the forefront for many in the current environment, offering a best-in-class workplace retirement plan option can help set an employer apart in the eyes of job candidates.
How do you feel when the global stock markets swoon? Do you resist the urge to bail out when you see the markets dropping like the Roadrunner’s anvil? If you hold tight and keep your positions, you may owe a bit of gratitude to that recessed part of your brain I like to call your inner tax nerd. Its job, you see, is to help you avoid pain, and when I say pain, I mean tax cost.
Aligning with a quality recordkeeper can provide real value for plan sponsors and participants. In many cases, this means outsourcing some or all of the administrative and operational components to a third party.
A recent survey asked foundations and endowments about how much risk they're willing to take to get their target return. Can you guess what the results found?
It is not every day, heck not even every lifetime, that an opportunity to turn $10,000 into $100,000 in less than a month presents itself.
How are your resolutions holding up? Still making time for the gym? Any luck losing weight? A study shows merely 8% of people actually achieve their New Year's goals. It’s your life and you have more than a chance to succeed at achieving your goals, whether it be financial or otherwise.
Financial wellness can be defined in many ways given how encompassing of a concept it is. A simple definition is the ability to have a healthy financial life in the present and in the future.
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