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What Type of Retirement Plan Should My Business Implement? – Part 5
SIMPLE IRA Plan Basics A SIMPLE IRA plan allows employees to make contributions to a retirement plan from their pay just like a 401(k) plan, but the maximum deferral amount is lower ($16,500 vs $23,500.) Why would a business choose this plan over a 401(k) Plan? Usually because of the ease of getting this type of plan started and its typically low administrative

What Type of Retirement Plan Should My Business Implement? – Part 4
401(k) Plan Basics A 401(k) plan allows employees to make contributions to a retirement plan from their pay. This is called a 401(k) deferral because instead of receiving all of their pay, the employee directs the employer to deposit a portion of their pay in the retirement plan. Saving in

What Type of Retirement Plan Should My Business Implement? – Part 3
In Part 2, we discussed that 401(k) plans are a good retirement plan to consider when trying to attract and retain top talent for your business. But what are your 401(k) plan options? There are quite a few and we provide practical pointers to help you understand why a business might choose

What Type of Retirement Plan Should My Business Implement? – Part 2
In Part 1, we talked about how a SEP plan can work nicely for an owner of a business with no employees. But what is the right plan for a company with employees? Usually the best place to start is finding out the answer to this question: Why does the business

What Type of Retirement Plan Should My Business Implement? – Part 1
Seems like this should be an easy question to answer, but there are so many options and so many objectives that figuring out the best retirement plan for your business takes a little work! In our first post of our “Keeping It Short & Simple” series, we will provide practical information, based

Revitalize businesses with smart capital solutions
From Brazil to the U.S.: Navigating the Cross-Border Investment Landscape In this episode, Stephan de Sabrit, the Managing Partner of Leste Group, delves into the intricacies of expanding a Latin American investment firm into the North American market. You’ll discover: Mentioned in this episode: Transcript Patrick Stroth: Hello there. I’m

Creative Investment Solutions in Down Markets
Struggling with investment strategies in today’s tumultuous market? Discover how the pros stay agile, creative, and profitable even during cash flow negative periods. In this episode, John Dickie, Partner at HighVista Strategies, opens up about navigating the lower middle market during financial downturns and seizing unique opportunities that many overlook.

Tony Kingsolver Joins The Liberty Company as SVP, Producer, Driving Growth in Key Industries
GAINESVILLE, FLA. – September 26, 2024 — The Liberty Company Insurance Brokers (Liberty) is proud to announce the appointment of Tony Kingsolver as Senior Vice President, Producer. With over 34 years of experience in workers’ compensation and property liability, Kingsolver brings a wealth of expertise to Liberty. Having built a