401(k) plans: review, monitor and adjust
January 12, 2015
When you choose Synergy 401(k) to set up your 401(k) plan, you get more than just an objective financial advisor. You get a team of 401(k) experts that will help you grow and nurture your…
6 Ways to Save Money on Taxes
December 10, 2014
Whether you are a business owner or simply want to save money on taxes, here are some ways you can reduce your tax liability this year: Reduce your taxable income by making contributions to a…
IRS Announces 2015 Retirement Plan Limits
December 3, 2014
In October, the IRS announced plan limits and cost-of-living adjustments (COLA) for 2015 for retirement plans. Some contribution, adjusted gross income (AGI) and compensation limits have changed, but others remain the same. Here’s what you…
2014 Retirement Plan Limits
November 18, 2014
Though the New Year is just around the corner, there is still plenty of time to make contributions to your retirement plan. Here are the applicable limits for 2014: 2014 401(k) Limits 401(k) elective…
401(k) Plan Alternatives for Large Companies
November 11, 2014
Coming soon: 401(k) Insight: Getting to “Retired!”
September 15, 2014
We’re excited to announce that our next book 401(k) Insight: Getting to “Retired!” is coming out soon. Co-authored by 401(k) experts Joseph M. Maas and John A. Flavin of Synergetic Finance, the second in the…
It's time for a mid-year financial review
July 16, 2014
As we enter the second half of 2014, this is a good time to look back at the first six months of the year to see how you are faring financially. We recommend that clients…
4 ways employers benefit from a 401(k) plan
March 25, 2014
401(k) plans offer numerous benefits to employers. Here are five ways that your company might benefit from starting a plan: 1) If you are starting your company’s first 401(k) plan, you can receive up to…
4 steps to designing your 401(k) plan
January 26, 2014
We work with companies of all sizes to design 401(k) retirement plans focused on their objectives, goals and risk-return profiles. Though 401(k) retirement plans have many plan features, benefits, rules and regulations to understand, we…