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James Esposito

Qualified Plans Consultant

Library » Cash Balance Plans for Owner-Only Businesses

March 03, 2021 | Financial Planning

There are over 26 million owner-only businesses in the nation today. Many of these businesses can benefit from substantially increased retirement savings through the use of cash balance or traditional defined benefit plans. In general, an owner-only business consists exclusively of owners, …

Insights for Non-Profits » Four Considerations for your Non-Profit Investment Policy

February 24, 2021 | Fundraising

An investment policy is a road map for your non-profit portfolio. It guides your investment program, specifying the risks you’re willing to take and the goals you’re trying to achieve. It should be the first step when an organization funds a portfolio, but it is not a ‘set it and forget it’ …


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