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Jordan Cross
Sep 13, 20222 min read
Is It Time to Consider a New 401(k) Recordkeeper? Part 1
One of the questions we are hearing a lot lately from financial advisors and plan sponsors is “should we be considering a new...
Jordan Cross
Jun 1, 20225 min read
5 Ways Business Owners Can Optimize Retirement Savings
Key strategies that may help employers maximize savings and minimize taxes As a business owner, you have the ability to pull certain...
Jordan Cross
Mar 17, 20224 min read
Understanding 401(k) Loans
The Tax Cuts and Jobs Act of 2017 (TCJA) made changes to 401(k) loan repayment options, which may prompt plan sponsors and plan...
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