November 19, 2020
The IBTX Retirement Exchange Solution A New Type of Multiple Employer Plan By Kelly McGrath, Retirement & Wealth Consultant Traditional Multiple Employer Plans VS New Multiple Employer Plan (MEP) With a traditional approach to an MEP, employers who join the plan have to be a part of an association or in the same …
February 19, 2019
Investing in the Future February 19, 2019 – According to the Federal Emergency Management Agency (FEMA), more than 40% of businesses never re-open after a disaster, and for those that do only 25% are still operating after a year. [1] Unplanned down time costs on average $926 – $17,244 per minute; [2] this includes lost …
October 15, 2018
Fiduciary Planning: A Checklist By: Kelly McGrath October 15, 2018 Understanding your role as a Fiduciary on your 401k Plan We are an advocate for our clients providing clear and comprehensive advice, emphasizing plan education, risk mitigation and plan growth in order to meet our clients’ long-term objectives. We understand that …
