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    1. Pension Mistakes Can Last a Lifetime: How to Avoid Them
      Choosing the wrong pension option could impact your financial future in retirement. Consider these four factors before deciding which option works best for you
    2. Political Speech in the Workplace: Strategic Considerations for Employers
      Political speech at the office has become a daunting challenge for employers. This article offers key strategies for maintaining a respectful environment while respecting employees' rights
    3. PPP is gone, but government help for small businesses isn't
      The federal government’s Paycheck Protection Program provided small-business owners with just under $800 billion in COVID-19 relief, according to the
    4. Protecting Your Wallet: How To Adapt Your Spending in Times of Inflation
      Unless you've been living under a rock, you are probably aware that inflation is hitting the pocketbooks of Americans (and the rest of the world)
    5. Remote Work Culture Is Struggling—Here Are 5 Ways To Save It
      How can leaders set the tone for an adaptable and authentic workplace culture that allows for team members to adjust to the evolution of work?
    6. Risk of Identity Theft is a Costly Proposition for SMBs
      Much like individuals, businesses can be victims of identity theft. However, unlike personal identity theft, it is often unclear how a Small and Medium-Sized Business (SMB) can recover from the financial and reputational impact. Business identity theft occurs when criminals impersonate a company to target its funds, fi
    7. Roth Option Will Improve Your Company 401K
      Many of your plan participants would greatly benefit from a Roth 401(K)  provision. From the perspective of the plan sponsor, it’s a no brainer. It should be available on every plan. And you can enhance your plan benefits without one single penny of additional cost to the company. Roth 401(k) provisions are grossly und
    8. SECURE Act impact on small business retirement plans
      For small business-owning clients, ensuring their employees have access to a retirement plan - without incurring huge costs - is a particular challenge. Fortunately, the SECURE Act, passed in December 2019, created several opportunities to that can help employers establish retirement plans, as well as to expand on thei
    9. Investing in Today's Bear Market? Ask Yourself These 4 Questions First
      Many people hear the words "bear market" and think they ought to run and hide. After all, the idea of investing when the stock market is down can be scary. But actually, bear markets offer solid investment opportunities -- because stocks are cheaper to buy on a whole. If you're thinking of putting money into stocks in
    10. Should You Go Back to Work as a Retiree If Your Nest Egg Isn't Cutting It?
      After leaving the workforce, you'll have to start relying on savings and Social Security to support you. Unfortunately, you may discover these income