Yearly Archives: 2019

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  Plan Sponsor “Don’ts” for Managing Your Retirement Plan Investments

  In our last post, we discussed the definition and responsibilities of a small business retirement plan sponsor, as well as the top three "do's" of managing the investment options offered in your plan. As a two-part series, we'll now recap the definition of a plan sponsor and their related duties. Also, we'll describe the top three "don'ts" small business retirement…More ›
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  Plan Sponsor “Dos” for Managing Your Retirement Plan Investments

  As a small business owner, you're likely juggling multiple tasks, not the least of which includes all of the day-to-day responsibilities of running your business - payroll, accounting, sales, inventory, hiring - the list goes on. Managing your company's retirement plan may not be high on your list of priorities. However, neglecting your retirement plan is not a wise strategy.…More ›
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  March Madness

  Coaches Hamner and Flinn implement their strategy! Following the game plan leads to success! AlphaWealth team members Chris Hamner and Griffin Flinn coaching the Knights of Blessed Sacrament School to victory. Chris and Griffin have devoted evenings and weekends through the winter to coaching and mentoring this team. Alpha Wealth is proud of our commitment to serve our greater community…More ›