401(k) Plan Administration

money in 401k plan growing

Best Practices in 401(k) Plan Administration By Blake C. Adams, MBA, CPFA Let’s talk about best practices in 401(k) plan administration. We are approaching the time of year when many companies undergo an annual audit of their 401(k) plan. Even if an audit is not required of your company’s 401(k) plan, this is a great… Read More

How Tax-Loss Harvesting Can Make a Difference

How Tax-Loss Harvesting Can Make a Difference By Terrance Keenan, Jr., JD I believe long-term planning is a great path to financial freedom, but that doesn’t mean there aren’t steps you can take now to help maximize your net returns. One example is tax-loss harvesting. Often thought of as an end-of-the-year exercise, tax-loss harvesting works… Read More