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What information does an employer have to give regarding a 401(k) plan?
Any employer who offers a 401(k) retirement plan is required to provide each plan participant, free of charge, copies of the summary plan description, the summary annual report, and an annual statement of the participant's account. In addition, every participant has the legal right to request, in writing, a host of oth
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What To Do If You’re 55 and Just Started Saving
Strong financial discipline combined with the right money habits can help you retire on track.
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10 Investing Tips From Peter Lynch That You Shouldn't Ignore
Peter Lynch is a legend in the mutual fund industry. The fund he managed -- Fidelity Magellan (NASDAQMUTFUND: FMAGX) -- generated returns of approximately 29% annually from 1977 to 1990, creating fortunes for investors along the way. Yet Lynch's greatest contributions to individual investors may, in fact, be his timele
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3 Reasons CFOs Are Well-Positioned To Support Their Organization’s ESG Success
Today's CFOs must recognize and embrace sustainability as a driver of returns.
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4 Lessons From the Worst and Best Customer Service
Getting customer service right is not just about finding solutions—it’s about learning from what others get wrong. Here are four lessons that can help you get it right
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5 Smart Small-Business Moves to Make During COVID-19
COVID-19 has battered the U. S. economy over the past two months, and small businesses in particular are hurting. It's estimated that more than 100,000 small businesses have already closed permanently due to the pandemic, and if the Great Lockdown continues, countless more face a similar fate. If you own a small busine
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7 Ways To Be More Responsive To Your Customers
By Rieva Lesonsky It’s no secret that consumers and businesses customers alike are becoming more impatient and more demanding. Customers expect businesses to respond to them quickly, if not immediately—and it’s putting a lot of pressure on small businesses. Here’s a closer look at what customers expect from businesses,
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AI evolution prompts shift in tax, finance talent strategy: EY
As businesses look to navigate ongoing change, including stormy economic seas and geopolitical pressures, they’re leaning harder on their tax and finance functions to help drive strategy and craft value.
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Ask These 4 Questions to Save Money on a Home Purchase
Buying and owning a home is likely to be one of the most expensive money moves you'll ever make.
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Why Every Business Needs a Backup Payment Plan
If your business relies on a single method for processing payments, consider implementing an alternative. This article explains why it's just good business to have a plan B