- Admin316 is an independent fiduciary for employer sponsored retirement plans, including 401(k), 457, 403(b), ESOPs and defined benefit plans. We offer plan sponsors the option of appointing a professional, outside expert to act as the full-scope 3(16)....(read more) LEARN MORE ABOUT: Qualified...
Qualified Retirement Plan
Understanding the Retirement Saving Plan in New Washington: A Comprehensive Guide
Check out our tax credit calculator to see how much you can save! In the latest installment of “On The Couch”. Christopher and Katherine talk about the new Washington Saves Auto IRA plan coming in 2027. Here is what you need to know about the new plan. Hopefully, this was helpful and entertaining....
ADP/ACP Testing Tips for Retirement Plans
If you're 401(k) or 403(b) plan has ever failed either the ADP or ACP (as applicable), you've probably wondered, "well, what now?" Do you always have to return money to the highly paid employees? Do you have any options? This video has FIVE tips you can employ before processing refunds. Advisory...
Minimum Retirement Income Level
Retirement Distributinon planning ...(read more) LEARN MORE ABOUT: Qualified Retirement Plans REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing Retirement Income Floor: A Crucial Element of a Secure Retirement Planning...
Understanding the 403(b) Plan: A Guide to Retirement Investing in the Stock Market
I’m Kevin, I’m a licensed financial advisor and today’s question of the day is “What is a 403b?”. The 403b is the twin sister to the well-known 401k plan. A 403b plan is a retirement account designed for certain employees of public schools and other tax-exempt organizations. There are two types of...