Profile Private medical practice with four doctors that experiences steady growth. The Challenge The practice added employees to the point that its Simplified Employee Pension (SEP) plan became too costly in terms of contributions to employees relative to the amount the doctors were contributing for…
Profile 2,000 employee hospital with multiple vendors in their retirement benefits program. The Challenge Changes in tax law and reporting requirements had made it increasingly cumbersome to deal with multiple record-keepers, administrators and vendors. Employees were confronted with a mixed bag of variable annuity funds…
In today’s world, a host of information is at your fingertips any time of day or night. That means stock market news is available the second you want it. While you may think following the news to manage your stocks—make changes based on what’s happened…
