Florida Retirement Consultants is committed to supporting each of our clients in gaining the greatest value from their relationship with us. We are pleased to share our Employer Connect Video Series which features information every plan sponsor should know. We invite you to watch the videos and contact us to discuss how this information applies to your specific situation.

Aligning Plan Design with Your Goals

Aligning Plan Design with Your Goals

 Aligning Plan Design with Your GoalsDownload The Action Doc Most of us live in homes that were not custom-designed for us. We adapt to them rather than expect them to be optimized to how we like to live. Most retirement plans are sold the same way. Companies buy something off the shelf th...
Read More
Advantages of an Unbundled Retirement Plan Solution

Advantages of an Unbundled Retirement Plan Solution

 Advantages of an Unbundled Retirement Plan SolutionDownload The Action Doc There are some things we're happy to buy right off the rack. After all, mass production usually means consistency and cost-savings. On the other hand, when we do buy off the shelf, we compromise on individual choic...
Read More
Understanding Financial Statement Audits

Understanding Financial Statement Audits

 Understanding Financial Statement AuditsDownload The Action Doc While we hope you have never had to experience it, you're no doubt familiar with the idea of an audit of your personal or corporate tax return. But you may not be familiar with an audit of your qualified retirement plan. Ther...
Read More
Maximizing a Business Owner’s Retirement Benefit

Maximizing a Business Owner’s Retirement Benefit

  Maximizing a Business Owner’s Retirement BenefitDownload The Action Doc It's a common story - business owners put everything into their businesses for years before being in a financial position to put real money away for retirement. Once you're ready to really get goin...
Read More
Understanding How Forfeitures Work in Your Retirement Plan

Understanding How Forfeitures Work in Your Retirement Plan

 Understanding How Forfeitures Work in Your Retirement PlanDownload The Action Doc When we talk about 401(k) retirement plans, we sometimes focus on the contributions made by employees that are always immediately vested. In other words, it's their money and they can always withdraw it with...
Read More
The Loan They Never Take May Make All the Difference

The Loan They Never Take May Make All the Difference

 The Loan They Never Take May Make All the DifferenceDownload The Action Doc IRS rules provide for participant loans and hardship withdrawals from 401(k) and other plans. They're not required, but rather left to the discretion of you, the plan sponsor. Today, there's a good bit of debate a...
Read More
Plan Fiduciary Services and Why They Matter

Plan Fiduciary Services and Why They Matter

 Plan Fiduciary Services and Why They MatterDownload The Action Doc People who exercise control and authority over the management of a retirement plan's assets are fiduciaries. So are professionals who provide investment advice with respect to those assets. As a company owner or executive,...
Read More
Did You Know You Are a Fiduciary?

Did You Know You Are a Fiduciary?

 Did You Know You Are a Fiduciary?Download The Action Doc When it comes to the topic of fiduciary responsibilities for qualified retirement plans, there are three things we know really well:Plan sponsors like you are, by definition, a fiduciary of your plan because you exercise control ove...
Read More
When to Set Sail with Safe Harbor

When to Set Sail with Safe Harbor

 When to Set Sail with Safe HarborDownload The Action Doc You already know that a 401(k) is a very popular retirement plan and, like other plan designs, it allows your employees to take advantage of tax deferrals on contributions and earnings while their money accumulates for retirement.To...
Read More
Cash Balance Plans Allow Six Figure Annual Contributions

Cash Balance Plans Allow Six Figure Annual Contributions

 Cash Balance Plans Allow Six Figure Annual ContributionsDownload The Action Doc Most people can contribute to their 401(k) without worrying about exceeding the annual contribution limit. If you're under 50 years old, that's $18,500 a year. If you're 50 or older, it's $24,500.A small, but ...
Read More
Page 1 of 2 FirstPrevious [1]2 Last