Welcome back to our ongoing series dedicated to you, the retirement plan sponsor, and your employees. Today we’re going to continue to focus on automatic features and discuss an option that can supercharge your employees’ savings over time. In the last two videos, we talked about automatic enrollment and automatic QDIA. Let’s assume these features Read More…
I had an interesting experience recently. A prospective client asked me to meet with her company’s administrative support staff to go over their retirement plan management procedures. I asked each member of the staff to explain to me the various duties each performed in support of their company’s 401(k) retirement plan and the amount of Read More…
In 1986, I purchased the Salinas branch office of Farzaroli & Davey’s qualified plan Third Party Administrator (TPA) business and renamed it Shearn & Associates, Inc. For 15 years, we offered compliance services to qualified retirement plans. In 2001, I merged Shearn & Associates into Hayashi & Wayland Accounting and Consulting, LLP and became partner Read More…