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Tag Archives: Pension
Employer Open Enrollment Season
For our clients: It is employer’s open enrollment season. Please don’t hesitate to have us help you review your selections. We want to help maximize the important benefits available to you. Thanks, Rick
2012 Tax Planning
Question/Answer: I keep reading about the possibility of higher taxes in 2013. What strategies could I look at in 2012 that might make sense to prepare for the likelihood of higher taxes? The following strategies should be considered and … Continue reading
Posted in Financial Planning, Tax Planning
Tagged 401(k), Business, Compact Disc, Individual Retirement Account, Pension, Retirement, Roth, Roth IRA
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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
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7 Steps to Financial Freedom for a Business Owner
As you prepare for tax day, 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? … Continue reading
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
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Media Mentions
In the last month, I helped writers with two stories. I thought you might like to read them. Smart Money Magazine, September 2011 – “Can Starting a Business Ruin Your Retirement?”was written by Catey Hill. For older Americans determined to … Continue reading
Posted in Financial Planning
Tagged 401(k), Business, Pension, Roth IRA, SEP-IRA, SIMPLE IRA, Small business, United States
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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
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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 plan … 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
