Christmas in July!

4 years ago

Last month, we held a 🎄“Christmas in July”🎄 toy drive and challenged our staff to collect as many toys as…

Lemonade Camp 2022

4 years ago

https://www.youtube.com/watch?v=M6JtAT8HUdI&t=1s Our largest camp yet, 80 kids attended! Campers raised $955 for the Norfolk Library Foundation!

BE A TRUE PARTNER: ADD VALUE & CHARGE WHAT YOU’RE WORTH

4 years ago

Tom Pohlen | Retirement Plan Consultants | West Coast Regional Director The National Association of Plan Advisors (NAPA) website shares…

We are joining forces with Integrity Marketing Group!

5 years ago

DALLAS – SEPTEMBER 28, 2021 – Integrity Marketing Group, LLC (“Integrity”), the nation’s largest independent distributor of life and health insurance…

Lemonade Camp 2021

5 years ago

https://www.youtube.com/watch?v=Y_Q4GOrCHts&t=3s Nearly 60 campers were able to raise $798 for the Norfolk Arts Center!

New 401(k) Tax Credits and How to Claim Them

5 years ago

January 12, 2021 While tax deductions and exemptions are great, they only reduce your business’s taxable income. Tax credits, on…

What is a 403(b)?

5 years ago

What’s the difference between a 401(k) and 403(b) plan? This is a question we hear often. Employees of for-profit firms…

How to Choose the Right Financial Advisor for You?

5 years ago

A financial advisor offers advice and expertise to clients based on their financial situation. It’s an important relationship because financial…

Are Profit Sharing Contributions Right for Your 401(k) Plan?

5 years ago

Profit sharing contributions are the most flexible type of employer contribution a company can make to their 401(k) plan.  These…

DOL Rules that 401(k) Notices Can Be Sent Electronically

6 years ago

On May 21, 2020, The U.S. Department of Labor (DOL) announced final rules allowing required 401(k) plan disclosures to be…