When Does It Make Sense to Offer Employees a Retirement Plan?

July 21, 2017

Our ERISA Consultant Eileen Shaw tells Entrepreneur magazine that there is no “right” time to create a retirement plan for your employees, but it benefits everyone when you do.

Insights

Week in Review: July 24, 2026

Recap & Commentary Markets ended the week lower as corporate earnings, Middle East developments, and new tariff announcements all vied […]

Learn more

Week in Review: July 17, 2026

Recap & Commentary Markets ended the week lower dragged down by renewed selling in many of the AI oriented names […]

Learn more

July 2026 Market Commentary

At long last…maybe? After a month of open warfare followed by two months of a tentative and at times fragile […]

Learn more

Wealth Planning as a Strategic Benefit

Most companies believe they compete for talent through compensation. In reality, they compete through confidence, clarity, and long-term alignment. And few organizations [&hell

Learn more

Week in Review: July 10, 2026

Recap & Commentary Except for large caps, which benefitted from a partial rebound in AI-related stocks following the prior week’s […]

Learn more

Ready to learn more?
Let’s have a conversation.

Embark on a banking experience tailored to your distinct path, focused on achieving personal and business financial prosperity.