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Multiple Employer Plans Reduce Employer and Personal Fiduciary Liability.

Terry Morton

Companies of Any Size Qualify to start Savings Programs

It can be challenging for small business employers to set up and maintain a retirement plan for their employees that is cost-effective, has low administrative hassle, and mitigates employer fiduciary responsibility. That is where multiple employer retirement (MEP) plans become the perfect fit. MEPs harness the economies of scale of multiple companies and leverage their collective strength in ways that a single employer could never do on their own.

Companies of any size (even those with just one employee!) qualify to start a 401(k). A retirement program has some of the lowest costs of any benefits program a small business owner can offer. Talent goes where it’s appreciated – offering a good retirement plan helps draw qualified individuals to your company and incentivizes them to stick around. Small business owners can easily outsource retirement plan management to avoid the administrative nightmare of doing it themselves. Most importantly: employees want it!

We are here to chat with you about you options. Schedule a free consultation today.

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Estate Planning: Conversations to have with Your Family and Advisors

By Terry Morton • 28 Oct, 2020

Ensure your loved ones understand your wishes You probably don’t like thinking about the end of your life; no one does. But the reality is: that time will come for everyone. It may be difficult to manage your own affairs due to health-related issues leading up to yours or a spouse’s death. Ideally, someone who loves you will take care of you and these matters when it becomes necessary. But, the authority to handle your affairs isn’t automatic for anyone. Even if the necessary legal documents have been drawn up, they may not provide all the information your family needs. Here’s a brief guide to the official documents you should consider preparing as well as other information you should track so your family will be able to honor your wishes.

5 Types of Guaranteed Income in Retirement

By Terry Morton • 28 Oct, 2020

It is Possible to Have Income Even After Retirement

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