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James Esposito

Qualified Plans Consultant

Library » Profit Sharing Allocation Methods - The Better Part of Discretion

May 13, 2020 | Retirement Plans

Most Profit Sharing/401(k) Plan sponsors have the basic understanding that the plan contributions must not discriminate in favor of the owners and other highly paid participants over non-owners and non-highly paid participants. Many business owners interpret this to mean “I can’t contribute more …

Library » Avoiding the Bull Market Glide Trap: Is Your Plan’s Target Date Solution Taking Too Much Risk?

March 09, 2020 | Retirement Plans

You often hear people say ‘what a difference a day makes’ to highlight how quickly things can change. When it comes to the stock market, it may be better said ‘what a difference a decade makes’. Investors over the past 20 years have experienced a wide range of markets starting with the ‘lost decade’ …

James Esposito

Qualified Plans Consultant

Financial Planning » 2020 Qualified Plan Limits

November 20, 2019 | Financial Planning

Well… it’s that time of year again. Red and gold leaves drift by the window. The pitter-patter of little goblin feet trails off into the chilling night. The gales of November seem too early. And, the IRS announces the qualified plan limits for the next year. The full text of IRS Notice 2019-59 …

Dana Vosburgh, CFP®

Managing Director, Advisory Services

Financial Planning » 2019 Contribution Limits: What You Need to Know

February 26, 2019 | Tax Planning

As many people are planning for their 2019 tax strategy, the IRS has released details about how much can be saved in tax-deferred accounts this year. I’m happy to report that contributions to most types of retirement accounts will be increasing – changes over recent years have been fairly modest. …

Tom Lesko

Senior Wealth Management Consultant

Financial Planning » Ready, Set, Go! Financial Resolutions for 2019

January 28, 2019 | Financial Planning

It’s a new year and there’s no better time to think about resolutions to get on track to meet your financial goals for 2019 and beyond. So let’s jump in with these six financial resolutions: Understand your net worth. To help get your financial situation in order, understand your net worth …


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