Ernest J. Guerriero, CLU, ChFC, CEBS, CPCU, CPC, CMS, AIF, RICP, CPFA, national president of the Society of Financial Service Professionals, is the director of qualified plans, business markets for Consolidated Planning. He may be contacted at [email protected].
What you need to know about mandatory Roth catch-up contributions.
A retention bonus plan can reward top performers while building a loyal workforce.
Because no two business owners are alike, what will work in one employer’s retirement plan offering may not work for another’s.
Fixed annuity contracts can fund a type of defined benefit plan for business owner clients.
Adding value to the client relationship while expanding the advisor’s network of professionals.
An exclusive benefit for a select group of key employees could discourage them from jumping ship.
An analysis of the benefits of paying life insurance premiums through your qualified plan.
Understanding the amount of money your client will receive from Social Security is the bedrock of forming a retirement strategy.
What two prohibited transaction exemptions will mean to advisors and clients.
The Internal Revenue Code allows the use of life insurance in a retirement plan if it is incidental to the primary purpose of providing retirement benefits.
Presenting yourself as a professional comes with a duty and an obligation.
