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Is your 401k plan going to get you in trouble?

Ken Perine

Recent 401k plan lawsuits suggest small business owners may need some help It seems like every week brought another story of a large financial service company being sued for offering their employees bad options in their 401k plans this summer. Over the past couple of years companies like Nationwide, Transamerica, MassMutual, Fidelity, and Ameriprise have […]

Filed Under: Articles Tagged With: 401k plans, business owners, retirement

Work on Your Business, Not in It

Ken Perine

Your business could be your best investment. Does it deserve some extra attention? Tough times can have a Darwin effect on businesses, with the fittest businesses being those that will not just survive the tough times, but position themselves to prosper as the economy improves. With that in mind, the one upside of a tough […]

Filed Under: Articles Tagged With: Business planning

Make the Most of Your 401(k)

Ken Perine

Your 401(k) plan may be your key to a comfortable retirement. This article explains how they work. As more Americans shoulder the responsibility of funding their own retirement, many rely increasingly on their 401(k) retirement plans to provide the means to pursue their investment goals. That’s because 401(k) plans offer a variety of attractive features […]

Filed Under: Articles Tagged With: 401(k)

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Recent Articles

3 Reasons Why – Your company doesn’t need a 401k plan

Retirement Plans for the Gig Economy

Small Business Retirement Plans Part 3

Small Business Retirement Plans Part 2

Small Business Retirement Plans Part 1

Investing for Retirement

Planning for Retirement

Why retirement planning for small business owners is different. (Part 3)

Why retirement planning for small business owners is different. (Part 2)

Why retirement planning for small business owners is different. (Part 1)

Proposed regulations are bad news for family businesses

Your investment advisor might be getting difficult. Here’s why.

Is your 401k plan going to get you in trouble?

Work on Your Business, Not in It

Make the Most of Your 401(k)

Meritage Wealth Advisory

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Santa Rosa, CA 95405

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