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2020 Financial Markets Update

News|Retirement Counseling

2020 Financial Markets Update

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 […]

2020 Financial Markets Update

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 […]

2020 Financial Markets Update

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 […]

2020 Financial Markets Update

Is Your Retirement Plan Out-of-Date or Putting Your Practice at Risk?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ERISA Consultant Eileen Shaw explains the risks involved in outdated retirement plans and how the changing regulatory landscape has transformed […]

2020 Financial Markets Update

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 […]

2020 Financial Markets Update

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 […]

2020 Financial Markets Update

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 […]

Photo of Eileen Shaw

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 […]

Paula Hendrickson headshot

First Western Trust’s Paula Hendrickson, CFP ®, Named One of NAPA’s Top Women Advisors

October 29, 2015

Denver, Colo – October 29, 2015 – First Western Trust is excited to announce Paula Hendrickson, director of retirement consulting […]