Resources

If you find good insights in the materials here, please do not hesitate to reach out. Our passion is helping clients build and implement effective strategies suited to their specific needs. That being the case, the work we do is very much a bespoke process; what is a great fit for one will not uniformly be optimized for another.

Business Planning, Succession Planning, Employee Retention Jeff Albin Business Planning, Succession Planning, Employee Retention Jeff Albin

Strong teams build strong businesses: Here’s who can help

Aside from you, your business partners, and your family, there are other key people who play critical roles in the business planning process. The reality is you need a team of advisors, which may include your attorney, accountant, financial professional, property and casualty agent, and banker, to effectively manage and protect your business interests.

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Employee Retention, Employee Benefits, Investment Management Jeff Albin Employee Retention, Employee Benefits, Investment Management Jeff Albin

Pooled Employer Plans: A smarter way to offer a 401(k)

Retirement savings plans consistently rank among the top employee benefits, but despite their popularity with workers, they have gained a reputation among employers for being costly and complex.

As a result, many small- and midsize-business owners avoid offering a retirement benefit altogether, believing they lack the budget, resources, and expertise to effectively manage a high-quality plan.

This can be a missed opportunity, especially when it comes to attracting and retaining talent. Fortunately, there is a solution that is making retirement plans easier and more affordable for businesses of all sizes: Pooled Employer Plans (PEPs).

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Financial Planning, Employee Benefits, Employee Retention Jeff Albin Financial Planning, Employee Benefits, Employee Retention Jeff Albin

Benefits and open enrollment: 5 tips

Navigating the waters of health insurance plans, flexible spending accounts (FSA), and deductibles can be confusing and present tough choices. Sure, your employer gives you a helpful booklet, the benefit options seem pretty straightforward, and you usually have a few weeks to submit your elections.

Nevertheless, here are some tips to keep in mind…

  • Tip 1: Open the benefits packet, read the packet

  • Tip 2: Measure your needs

  • Tip 3: Explore a flexible spending account

  • Tip 4: Think strategically with a health savings account

  • Tip 5: Use wellness benefits

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Business Planning, Employee Benefits, Employee Retention Jeff Albin Business Planning, Employee Benefits, Employee Retention Jeff Albin

Employee retention: 3 key points

Employee retention is critical to a healthy, well-functioning business. That’s because employee turnover costs you — in terms of money, productivity and morale.

So how do you hang on to the good employees? Sure, there are some things that as employers you can’t control. But you have a larger influence than you may think.

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Employee Retention, Retirement Plans, Tax Strategy, Business Planning Jeff Albin Employee Retention, Retirement Plans, Tax Strategy, Business Planning Jeff Albin

SECURE retirements now a reality for businesses

Start spreading the news: millions of small businesses and their workers now have a new opportunity for a more secure retirement.

Congress has made retirement savings history with passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act as part of the government appropriations bill for fiscal 2020. President Donald Trump signed the bill on Dec. 20, 2019, clearing the way for the most impactful retirement legislation in decades.

Passage of the SECURE Act provides millions of small businesses several advantages:

  • The ability to band together to offer retirement plans (PEP 401k Plans)

  • Increased lifetime income offerings

  • New enrollment and tax changes to boost worker savings

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