Maintaining good documentation of the setup and operation of a retirement plan is critical. As a 401(k) plan sponsor, it is your responsibility to maintain good documentation and keep it in-house.WHAT …
Glass Jacobson Investment Advisors, LLC is Certified for Fiduciary Excellence
The following PR announcement was originally published on Newswire.OWINGS MILLS, MD, January 25, 2018 (Newswire.com) – CEFEX, the Centre for Fiduciary Excellence, LLC, an Fi360 company, has certified Glass Jacobson Investment Advisors, LLC …
What Are Stocks, Bonds, and Mutual Funds? [VIDEO]
This video was taken from our course: “The Step-by-step Guide to Your 401k Plan.” We hope it’s helpful! Investing can seem pretty complicated. There are many different types of investments, …
401k Loans: Should Plan Sponsors Offer the Ability to Get Them?
WHY IS GETTING A 401k LOAN ON THE RISE? The concept of a 401k loan (borrowing from a 401k account) is nothing new. However, now that millennials (individuals aged 19-35) …
