A FICA Alternative Plan allows qualifying governmental employers the ability to set-up a Social Security Alternative plan for their part-time, seasonal or temporary employees (PST). 

Many employees feel squeezed to both pay off their debt and save for their future. A recent Private Letter Ruling (PLR) opens the door for employers to help them.

Hardship Withdrawals – The Internal Revenue Service Issues Proposed Regulation Reflecting Statutory Changes

Hey Joel - What are the risks for late 5500 filings? - Tardy in Tallahassee

Fiduciary duty requires you to provide your employees and participants with educational opportunities so they can make informed investment decisions.  It’s not always easy to know what your participants need, want or will take advantage of.  Using a simple framework for your educational program may increase the effectiveness of your program.

Don’t Let Student Loan Debt Get In Your Way of Financial Success . Here are some steps you can take to help eliminate your student loan debt:

“What records should I keep? How long should I keep them? How should I organize my files?”

Cyber fraud is a growing concern globally. Individuals are typically very careful to keep their bank account and email authentication information safe, but they aren’t always smart with the rest of their personal information.