Resources

If you find good insights in the materials here, please do not hesitate to reach out. Our passion is helping clients build and implement effective strategies suited to their specific needs. That being the case, the work we do is very much a bespoke process; what is a great fit for one will not uniformly be optimized for another.

Retirement Plans, Employee Retention, Financial Planning Jeff Albin Retirement Plans, Employee Retention, Financial Planning Jeff Albin

Taking advantage of your employee stock program: 4 tips

There are different stock programs that vary from employer to employer, including:

- Stock Options

- Restricted Stock Units (RSUs)

- Employee Stock Purchase Plans (ESPPs)

- Employee Stock Ownership Plans (ESOPs)

Your HR department will typically provide a benefits manual that dives into each of their stock offerings, but these tend to be long and difficult to understand. So, what can you do?

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Employee Retention, Retirement Plans, Tax Strategy, Business Planning Jeff Albin Employee Retention, Retirement Plans, Tax Strategy, Business Planning Jeff Albin

SECURE retirements now a reality for businesses

Start spreading the news: millions of small businesses and their workers now have a new opportunity for a more secure retirement.

Congress has made retirement savings history with passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act as part of the government appropriations bill for fiscal 2020. President Donald Trump signed the bill on Dec. 20, 2019, clearing the way for the most impactful retirement legislation in decades.

Passage of the SECURE Act provides millions of small businesses several advantages:

  • The ability to band together to offer retirement plans (PEP 401k Plans)

  • Increased lifetime income offerings

  • New enrollment and tax changes to boost worker savings

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