Dave Clayman Earns Certified 401(k) Professional Designation

Co-Founder and Principal Dave Clayman was recently awarded the Certified 401(k) Professional designation, or C(k)P®, by The Retirement Advisor University in collaboration with the UCLA Anderson School of Management Executive Education. The C(k)P® designation distinguishes financial professionals who have demonstrated the knowledge and experience to favorably impact the outcome of corporate retirement plans.

Manny Frangiadakis on Tax Planning Advice for Business Owners

In his monthly segment as financial reporter for Radio Entrepreneurs in March, Manny Frangiadakis spoke with program host Jeff Davis about mitigating taxes. Their discussion covered saving, spending and various tax planning strategies for business owners.

DOL: Whatcha Gonna Do When They Come For You…

Growing up in a family business, I learned that you are only as good as the people you surround yourself with. To quote my father Paul Federico, “My employees are my greatest asset. I make sure they know that every day.” Most companies put retirement plans in place to retain and reward their employees, but what they don’t realize is that they need to constantly monitor those plans. If they don’t, not only can it hurt their employees, but it can also hurt them.

Tax Strategies for Entrepreneurs

Manny Frangiadakis’ inaugural segment as the monthly financial reporter for Radio Entrepreneurs took place on February 27th, 2015. He and host Jeff Davis discussed the importance of having a retirement account and strategies for mitigating taxes for business owners. For most business owners, it’s a priority to figure out a financial strategy that benefits their business, their employees, and potentially helps them save money on taxes in the process.

What Are Your Employees REALLY Saying About Your Company’s 401(k)?

On a weekly basis, I talk to myriad people at events, social gatherings and in the process of doing business. Somehow we always end up talking shop. The number one question I get asked is, “What should I do with my 401(k)?” To clarify, I ask, “What do you mean?” Their follow-up question is, “Well, how should I invest it?” To which I respond, “Who is the advisor on your plan? Just ask them.”

Strategies to Reduce Taxes for Business Owners

Businesses, the people who own them, and the industries they constitute, are unique. I think we can all agree that a grocery store operator is going to have different needs and issues than the dentist down the street. However, there are some commonalities among business owners, the most important of which is that they all want to minimize their taxes. So how does one accomplish such a feat? Here are a few tax-reduction tips for business owners:

3 Things Every Company With a 401k Should Ask Its Advisor

Does your company have a 401(k)? Are you the Plan Sponsor? If you answered “yes” to both of these questions, I have one more for you: are you aware of the fiduciary role you are assuming? As a business owner and a 401(k) Plan Sponsor, you have a responsibility to select a high-quality investment advisor for your plan.

Tips for Businesses to Get Off to a Great Start in the New Year

It’s that time again, when everyone looks back over the past year and decides what changes they must implement to better their lives. Maybe you are one of the masses flocking to the gym to improve your health this year. Or, maybe your goal is to add more leisure to your daily routine and help lower your level of stress.