News|Retirement Counseling
Maximize Take Home Pay with Retirement Plan Tax Saving Strategies
May 29, 2018
Eileen Shaw, ERISA Consultant The 20% income exclusion for pass-through entities enacted as part of tax reform has created an […]
How to Give Every Team Member a Tax-Free ‘Raise’
April 25, 2018
Offering Health Savings Accounts is not just a way for workers to buffer themselves from high-deductible plans; it’s also a […]
Why Educating Employees About Retirement Plans Is Critical
April 17, 2018
Kristin Jacobson, Director of Retirement Services, explains how millennial employees might not see the point of investing in a retirement […]
Is Your Retirement Plan Out-of-Date or Putting Your Practice at Risk?
April 12, 2018
ERISA Consultant Eileen Shaw explains the risks involved in outdated retirement plans and how the changing regulatory landscape has transformed […]
Think You Can Just Sign up Your Company for a 401(k) and Forget About It? Think Again.
March 26, 2018
Companies need to make sure they understand the regulations behind ERISA that go far beyond just signing your company up […]
Younger Team Members Often Don’t Enroll in Retirement Plans — But That Can Hurt Your Company
February 22, 2018
Your younger employees may not be interested in participating in retirement plans, but it’s a critical step for both your […]
How Hidden Pension Problems Hurt Company Valuations, Endanger Deals
November 9, 2017
Paula Hendrickson, director of retirement consulting services, and Eileen Shaw, ERISA consultant discuss some of the hidden pension plan problems […]
How a Health Savings Account Can Help Fund Your Retirement
July 6, 2017
First Western ERISA Consultant Eileen Baldwin-Shaw writes for MarketWatch about how to use a health savings account as part of […]