On September 1, 2015, Texas joined the the majority of states that recognize “transfer on death” (TOD) deeds. By filing the deed while alive, Texas real estate owners can transfer their property after [...]
Plan Sponsors are not retirement plan consultants. Normally, it is a task relegated to you as part of your position. But since it is not a core activity to operations, it often falls [...]
Thanks for joining us for this exciting follow up! OK, not so exciting. But important and useful, especially during Q4 when many of you are reviewing your current plan and evaluating its performance. [...]
QDIAs = investment choice simplification + employer peace of mind. Rarely do employees have the wherewithal to direct their own retirement plan investments and most often they leave it up to their [...]
One part of this answer is “as soon as you can”. First consider the demographic avalanche that is coming down the pipeline as baby boomers retire. Personal reasons for selling your business could [...]
To create a higher sale price for your business, an entrepreneur must consider the three primary elements of value and create a strategy for increasing value drivers in each one: the market place, business value drivers and your team of advisers.