Comparison of 401(k), SEP & SIMPLE IRA plans
December 21, 2013
With so many retirement plan options for small business, it can be confusing to know which retirement plan is the best fit. When you compare 401(k), SEP and SIMPLE IRA plans available for businesses with…
Synergy401k.com is live!
October 27, 2013
We are excited to announce that our newest site, Synergy401k.com, is now live! At Synergetic Financial Management, we’ve always specialized in 401(k) plans, but we needed a better way to explain this complex retirement planning…
Managed Portfolios - Now In Your 401(k)
July 22, 2013
Many people rely on a financial advisor to properly diversify and manage the assets in their IRAs, taxable accounts, and other qualified accounts. Why should it be any different in your company’s 401(k)? Many 401(k)…
Competitive Edge: Choosing the Right Retirement Plan
April 10, 2013
The average worker today stays at his or her job for approximately 4.4 years, according to the Bureau of Labor Statistics, said Forbes.com in an August 2012 article. On top of that, Millenials (or Gen…
No Business Is Too Small For A Retirement Plan
February 15, 2013
We work with business owners every day, and one thing we are always surprised to hear is that they don’t have a retirement plan for their company. Why? Because they think their business is too…
Types of 401(k) contributions
November 5, 2012
Last week, we explained the basics of 401(k) plans and how employees can use them as savings vehicles to accumulate wealth for retirement. In addition to contributions made by employees, also called salary deferrals, there…