The scenario: helping others while searching for a retirement plan solution My husband opened a medical practice in Orange County in California in 2022. After spending so many years studying and training, we were so happy to have opened up a business that we take care of together.Naturally, one of the biggest concerns as a...Read More

Unpacking the acronym and new retirement plan legislation “What we need are some more retirement plan acronyms” – said no one ever. BUT, they’re here to stay, because long-term part-time (LTPT) employees is a mouthful. So, why is this acronym popping up now and why are we talking about LTPT employees? The SECURE Act and...Read More