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Insights: Corporate Retirement Plans, Featured Articles, INSIGHTS, Uncategorized

Participate in Your Employer’s Retirement Plan

By: Jonathan Osborne, QKA

If your employer sponsors a retirement plan, you should strongly consider participating. This may read like simple advice, but it is also one of the most important and practical steps ...

April 7th, 2017 | Corporate Retirement Plans, INSIGHTS Read More >

401(k) Complete Investment Quarterly Newsletter

By: Warren Averett Asset Management

Warren Averett Asset Management has released the Investment Quarterly Newsletter for 2016 Quarter Four. You can view the full newsletter here. ...

January 20th, 2017 | Corporate Retirement Plans Read More >

How Much Insurance Do I Need?

By: Joseph McNair, CFP®, JD, CPA

Insurance planning, often referred to as “risk management,” is an integral part of a comprehensive financial plan. The term “risk management” appropriately describes why insurance policies exist in addition to ...

October 11th, 2016 | Corporate Retirement Plans Read More >

2016 Retirement Plan Environment at a Glance

By: Warren Averett Asset Management

Changing Landscapes Medieval Europe’s nobility protected themselves from invaders with thick multistory walls around their houses, making their dwellings look more like military fortresses than houses for families. The more money ...

July 5th, 2016 | Corporate Retirement Plans Read More >

Five Risks Retirement Plan Fiduciaries Face & How to Avoid Liability

By: Jack Adams, QPFC

Today, the main buzz words that often come up when discussing a retirement plan relate to a trustee or owner’s “fiduciary liability.” By acting as a trustee for your company’s ...

July 30th, 2015 | Corporate Retirement Plans Read More >

June 2 Deadline: IRS penalty relief program for late retirement plan returns

By: Warren Averett Asset Management

Last year, the IRS announced the launch of a one-year temporary pilot program to help small businesses that have failed to timely file certain retirement plan returns. Now, the deadline ...

May 29th, 2015 | Corporate Retirement Plans Read More >

The Times They are a Changin’

By: Warren Averett Asset Management

After the equity and bond markets ran fairly smooth for most of the year, the markets experienced a difficult month in September, giving up some of the gains from the ...

October 28th, 2014 | Corporate Retirement Plans Read More >

Staying on Track Once the New Wears Off

By: Joseph McNair, CFP®, JD, CPA

Last quarter’s newsletter addressed the high percentage of Americans that made financially motivated New Year’s resolutions.  Now, three months into the year, it is not surprising to come across an ...

April 18th, 2014 | Corporate Retirement Plans Read More >

The Gift of a White Elephant

By: Warren Averett Asset Management

Despite all the uncertainties such as the government shutdown, Syrian uprisings, the debt ceiling crisis and lingering economic aftershocks, 2013 was one of the best years on record for equity ...

February 3rd, 2014 | Corporate Retirement Plans Read More >

Want to Be a Better Financial Planner?

By: Joseph McNair, CFP®, JD, CPA

How confident are you in your ability to manage your financial affairs? A recent survey conducted by the Certified Financial Planner Board of Standards, Inc. and the Consumer Federation of ...

October 29th, 2013 | Corporate Retirement Plans Read More >