-
Recent Posts
Archives
- April 2013
- March 2013
- February 2013
- January 2013
- December 2012
- November 2012
- October 2012
- September 2012
- August 2012
- July 2012
- June 2012
- May 2012
- April 2012
- March 2012
- February 2012
- January 2012
- December 2011
- November 2011
- October 2011
- September 2011
- August 2011
- July 2011
- June 2011
- May 2011
- April 2011
- March 2011
- February 2011
- January 2011
- December 2010
- November 2010
Categories
Meta
Category Archives: Retirement Plans
Small Business Retirement Plan Options
Most business owners share a variety of critical priorities, such as cash flow, managing taxes, attracting and rewarding valued employees, and establishing a long-term strategy to ensure their own financial security. Fortunately, small-business owners also share an option that could … Continue reading
Posted in Retirement Plans
Tagged Cash balance plan, Employment, Individual Retirement Account, Pension, Roth, Roth 401, Roth IRA, SEP-IRA, SIMPLE IRA
Leave a comment
Retirement Plan Seminar – 11/04/11
Charlie Steingas, EA, MAAA, MSPA and Rick Epple, CFP® will be co-hosting an educational seminar on Friday, November 4 at 9:00 am. Charlie will be presenting on “How Small Business Owners Can Take Advantage of Their Size to Achieve Financial … Continue reading
Posted in Retirement Plans
Tagged 401(k), Business, Friday, Pension, Retirement planning, Rick Epple, Small business, Twelve Oaks
Leave a comment
401k Plan Deadlines
Parker Payson from Employee Fiduciary sent me a reminder about 401k deadlines for establishing a new plan that I thought I would share: Dear Rick, Hope you had a good Labor Day. If you have any clients interested in setting … Continue reading
Posted in Retirement Plans
Tagged 401(k), Business, Compensation and Benefits, Employment, Human Resources, Pension, Retirement, United States
1 Comment
Educational Seminar – 09/20/11 – For Business Owners Who Have a 401k Plan
New Requirements to your 401K Administration will bring significant changes in 2012. Be Aware and Be Ready. See Flyer: http://epplefinancial.com/files/09-20-11%20Seminar%20Flyer.pdf In 2012, the Department of Labor will be requiring all companies involved with your 401(k) plan to inform both … Continue reading
It’s time to review your business retirement plan!
Were you aware that new Fee Disclosure Rules will affect your business? In 2012, the Department of Labor will be requiring all companies to inform both plan sponsors and plan participants of all of the compensation they are receiving. You … Continue reading
Top 3 reasons financial advisors will be contacting dentists who sponsor a 401(k) Plan
Charlie Steingas provided the following article. Epple Financial Advisors can help business owners implement a cost effective solution for their retirement plan and to help the business owner meet their fiduciary duty. Contact us to learn how we can help: … Continue reading
Business Owners – Its time to review your retirement plan
In light of the market volatility we’ve experienced and recent litigation, you may want to take this opportunity to review your retirement plan to confirm that your current provider is offering adequate fiduciary protection with respect to the plan’s investment offering. … Continue reading
7 Steps to Financial Independence for the Small Business Owner
Are you thinking, I have been working as a business owner for a number of years and while I make a good income, I have no idea if I am on track for retirement? How do I take control of my … Continue reading
Choosing the Right Retirement Plan for a Business
By Rick Epple, CFP®, NAPFA Registered Financial Advisor Epple Financial Advisors, LLC. http://www.EppleFinancial.com Most business owners share a variety of critical priorities, such as managing taxes, attracting and rewarding valued employees, and establishing a long-term strategy to ensure their … Continue reading
