Blog
Fraud Alert: Criminals Target the Elderly
It’s evident that fraud targeting the elderly is becoming more prevalent. To make matters worse, elder crime is severely under-reported due to a number of reasons, including embarrassment and fear.
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Maximize Income Tax Savings with Retirement Plans for Self-Employed Persons and Small Business Owner
This resource offers a non-technical overview for a variety of retirement plans specifically for self-employed persons and small business owners. It covers Simple IRAs, 401(k) Plans (Traditional, Individual, and Exchange), and SEP IRAs.
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2023 Qualified Retirement Plan Limits Downloadable PDF
According to the IRS website, "The amount individuals can contribute to their 401(k) plans in 2023 will increase to $22,500 -- up from $20,500 for 2022. The income ranges for determining eligibility to make deductible contributions to...
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Resonant Financial Management Announces Strategic Partnership with MICPA
Resonant Financial Management LLC is excited to announce a strategic partnership with MICPA. The collaboration originated from a desire to offer the Fiduciary-Plus 401(K) Retirement Plan Exchange® to the members of MICPA.
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What Does a 401(k) Exchange Offer?
Employers chose a turn-key 401(k) exchange for a range of retirement management services including administrative offload, simplified payroll contribution processing, loan and distribution support, and more.
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Brief History of Traditional 401(k) Plans + Glossary
A Brief History of 401KA 401K is a tax deferred, defined contribution retirement plan. The name comes from a section of the Internal Revenue Code.
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4 Common Pitfalls for 401(k) Plan Sponsors
Your many roles as a 401(k) plan sponsor rest squarely on the foundation of fiduciary responsibility. And while you and your team have the best intentions, pitfalls can be around every corner. Below are four of the most common...
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It’s Time to Check Your Homeowner’s Insurance Coverage!
Due to the rapid increase in home values and construction costs, your homeowner’s insurance may not be adequate. Some really bad things may happen if you do not have proper coverage.
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Employees Rank 401(k) Plans Among the Most Appreciated Benefits
According to a recent study by Guardian Retirement Solutions, employees rank 401(k) plans among the most appreciated work-related benefits.
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