Retirement Plan Solutions for Your Small Business By Blake C. Adams, MBA, CPFA A retirement solution should allow you to focus on running your business instead of managing the investments and daily administration of the plan. That’s why we guide you every step of the way, from consulting on all aspects of the plan to… Read More
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
Your 401(k) Plan – What Are My Options? By Blake C. Adams, MBA, CPFA Changing jobs can be stressful. If you are switching companies or careers, making changes to your 401(k) plan is usually the last thing on your mind. Once life has settled down for you, here are a few thoughts about what to… Read More
IRS Changes the 401(k) Contribution Limit By Blake C. Adams, MBA, CPFA You have three choices for every dollar that comes your way. You can spend it, save it, or give it away. Having a good balance in these three categories makes for a happy financial present and future. Recently, the IRS announced some changes… Read More
There’s More to Comprehensive Retirement Planning than Your Company’s 401(k) Plan By Blake C. Adams, MBA, CPFA A 401(k) plan is only one component of planning for your retirement. We’re honored that companies across South Louisiana choose Darnall Sikes Wealth Partners to operate their employer-sponsored retirement plans, but did you know that our team provides… Read More
Quarterbacking Retirement Plans By Blake C. Adams, MBA, CPFA Whether you are a college football fanatic or an NFL only devotee, the start of fall is every football fan’s favorite time of year. We sit back enjoying the crisp chill in the air and cheer as we put our hopes and dreams into the 11… Read More
In the current market environment, we consider whether it is the right time for a Roth conversion.