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Social Security 101: Everything You Need to Know for 2023
By Ed McClure, CFP®, PPC® You’re probably used to seeing Social Security coming out of your paycheck since your first job, but it can…
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Is Your Sponsor Plan Audit Ready?
By Ed McClure, CFP®, PPC® No one likes to hear the word “audit.” But when you sponsor a retirement plan, you have to be…
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Why 30 and 40-Year-Olds Need to Care About Investing & Retirement Income
By Ed McClure, CFP®, PPC® When you think about where you want to be in 20 years, many 30 and 40-year-olds will discuss their…
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5 Ways Plan Sponsors Can Improve Retirement Outcomes for Their Participants
By Ed McClure, CFP®, PPC® Employees are saving for retirement at an increasing rate thanks to initiatives implemented by plan sponsors during the past…
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Take Control of Your Finances: Tips for Dealing With Inflation and Market Volatility
By Ed McClure, CFP®, PPC® It’s no surprise that the words inflation, volatility, and recession have been so pervasive lately. Inflation has been slowing…
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What Business Owners Can Do With Their Cash
By Ed McClure, CFP®, PPC® Running a business is hard. You have to offer a valuable service, ensure your clients are happy, manage employees…
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What Should I Do With My Money in Today’s Market?
By Ed McClure, CFP®, PPC® There’s always a degree of uncertainty in the market, but sometimes people get especially nervous. In previous articles, I’ve…
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Business Owners: How to Design Your Company’s 401(k) Plan Features
By Ed McClure, CFP®, PPC® If your company offers a 401(k) plan to its employees, you may not realize how many options you have…
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Is a Downturn On the Horizon? How We Watch Over Our Clients’ Investments
By Ed McClure, CFP®, PPC® Sometimes what causes the greatest fear is simply not knowing what lies ahead. Billionaire and founder of Patagonia, Yvon…
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Top 5 Questions Your Plan Administrator Can’t Answer
By Ed McClure, CFP®, PPC® One common frustration we hear from both employers and employees relates to the inability to get answers to your…
Insights
Plan design, contribution limits, deadlines and the rules that keep changing — written for the people who have to act on them.