Are You Prepared for an IRS Audit?
May 24, 2018
Michael Viljak, Manager of Advisor Development The Internal Revenue Service’s (IRS’s) Employee Benefit Audit Program is used to audit and […]
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Is Your Retirement Plan Out-of-Date or Putting Your Practice at Risk?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ERISA Consultant Eileen Shaw explains the risks involved in outdated retirement plans and how the changing regulatory landscape has transformed […]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 […]
Enthusiasm And Trust High For 401(K) Plans
November 3, 2017
When it comes to saving for retirement, Americans love their 401(k) and other defined contribution (DC) plans. They demonstrate it […]
When Does It Make Sense to Offer Employees a Retirement Plan?
July 20, 2017
Our ERISA Consultant Eileen Shaw tells Entrepreneur magazine that there is no “right” time to create a retirement plan for […]
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 […]
Forget the Dreaded IRS Audit, Businesses Should Fear EBSA
June 6, 2017
First Western Trust’s ERISA Consultant Eileen Shaw writes for ACG’s Middle Market Growth about important audits many businesses overlook. While most […]
This may be the biggest financial mistake millennials are making
May 25, 2017
Director of Retirement Consulting Services, Paula Hendrickson, and ERISA Consultant, Eileen Shaw, write for Marketwatch.com, a part of the Wall […]