Welcome, Nickie Heath Insurance Agency

We are proud to announce our newest partnership with Nickie Heath Insurance Agency!
After a well-rounded insurance career covering many facets of both the carrier and broker sides of the business, Nickie took the entrepreneur’s…
Dan Law, 2016 Producer of the Year

We are honored to recognize Dan Law as Liberty’s 2016 Producer of the Year. Dan’s dedication to his team, his clients and his community is a testament to what our organization stands for…
How to Manage ABA Agency Risks

Many ABA agency owners spend time wondering “if” their company is exposed to certain risks. The short answer is almost always “yes.”
Employee Driving Risk & Your ABA Agency

In this post, we’re going to cover everything ABA therapy business owners need to know about employee driving risk management.
Adam Baillie, 2015 Producer of the Year

Congratulations to Adam Baillie in our Irvine office for winning our 2015 Producer of the Year award! Adam exemplified great teamwork and continually supported our company values throughout the year. Congratulations Adam!
Kelly Graniel, 2015 Employee of the Year

Congratulations to Kelly Graniel in our Woodland Hills office for winning the 2015 Employee of the Year award! Kelly consistently exuded a positive attitude and supported our company goals throughout the year. Thank you Kelly for your stellar service!
Joan Johnson Recognized for 29 Years of Service

Special recognition was given to our first employee hired, Joan Johnson, for an amazing 29 years of service. Joan’s unwavering support, guidance and enthusiasm has led The Liberty Company to be the successful…
3 Types of Automatic Enrollment in Plans

Employers and lawmakers have long grappled with how to increase employee participation in company-sponsored retirement plans. While participation has risen in recent years, especially at larger companies that have implemented automatic enrollment, the Department of Labor has estimated that 30% of eligible workers still do not contribute to a 401k account. And many others do not […]
Funding Strategies to Facilitate a Pension Termination

As Congress continues to struggle with setting annual federal budgets, pension plans are increasingly looked at as an alternative source of government revenue. While the Pension Protection Act of 2006 was once considered the definitive law to secure the private pension system, lawmakers since have repeatedly eased pension funding requirements while enacting a series of […]
5 Ways to Reduce the Costs of Administering your Pension Plan

Subtracting the cost of administering your company’s pension plan from your retirement assets can be a hard pill to swallow. From actuarial fees to legal fees to government mandated pension insurance premium increases, the costs can add up to subtract 3 – 5% of your retirement assets annually. Whether you have an active or frozen […]
