by Taylor Brown | Mar 19, 2026 | Case Studies
This law firm wanted to implement a cash balance plan to maximize tax deductions for the founding partners and give larger contributions to the junior partners using an advanced profit sharing design. We worked with the firm to maximize each founding partner’s profit...
by Marketing | Jun 6, 2017 | News and Articles
Socially responsible investing (SRI) is a rapidly growing trend in markets around the world. This sustainable, responsible, impact investing model affords companies the opportunity to ensure that their investments align with their mission and values and also...
by Marketing | May 17, 2017 | News and Articles
The age-old debate of using a bundled vs unbundled model for a 401k plan has troubled plan sponsors for years. Try a Google search for “Bundled vs. Unbundled 401k”. Every provider and 401k resource seems to list the pros and cons of each model and then...
