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Tag Archives: cross-tested retirement plan

  • The 4 Biggest Financial Fears About Retirement and How to Overcome Them

    The 4 Biggest Financial Fears About Retirement and How to Overcome Them

    There’s no secret that it can take decades to plan for retirement, and during your retirement years, you want to be able to enjoy your hard-earned savings. That said, that time leading up to this new phase in life, it’s common for retirees to have concerns, such as: Will my savings last? Will I be able to collect Social Security…More ›
  • Q& A: Is a Cross-Tested Retirement Plan Right for Your Small Business?

    Q& A: Is a Cross-Tested Retirement Plan Right for Your Small Business?

    As a small business owner, do you offer your employees a 401(k) plan with profit-sharing benefits? If so, you're able to maintain the flexibility to make discretionary employer matching contributions to the retirement plan for yourself and your employees each year, depending on your company's cash flow and profits. Offering a 401(k) with profit sharing is a great way to…More ›