Knowledge is Power
Save today, thank yourself tomorrow
Save Today, Thank Yourself Tomorrow When it comes to finances, people tend to feel overwhelmed. However, finance should not be a scary topic. Start small, for example, start with a savings plan. Set a short-term goal at the beginning of the month and track your budget...
The Biggest Financial Pressures Facing Retirees (and How to Plan for Them)
The Biggest Financial Pressures Facing Retirees (and how to plan for them) Retirement is a time for pursuing your passions, reaping the fruits of your life's work, and making the most out of life. But there are many financial pressures facing those planning to retire...
Are you prepared to face a volatile market?
Flowcharts can help you decide whether you are prepared to face a volatile market. Click here for your flowchart. Are you prepared? Let's chat!
We are 2!
Henderson Wealth Management recently celebrated its second-year anniversary! We are so appreciative to work with our clients, financial partners, and wealth advisors. We would like to thank our clients for their belief in us and our abilities to help them achieve...
6 Tips for Plan Fiduciaries During COVID-19
During this time of economic instability, it is important for plan fiduciaries to reconsider their current processes and adapt in order to adjust to the COVID-19 pandemic. Below are 6 tips to consider. COVID-19 Infographic
Electronic Disclosure Safe Harbor for Retirement Plans
Here is a short article and PDF summary regarding the safe harbor for electronic distribution of ERISA-required notices and closures. Safe harbor for retirement plans
The New Age of 401k Plan Portability
With the retirement security of millions of Americans hanging in the balance, embracing DC plan portability makes sense for everyone. Click Here To Learn More
Here’s Your Guide to 2020 Rates for 401k’s, Student Loans, & More
What are the retirement plan limits? Current tax brackets? Student loan deductions? Click here to read.
SECURE Act Information
SECURE Act allows 529 plans to repay (some) student loan debt. Click here for more information.
Thinking About Changing 401(k) Providers? Five Things You Should Know
Offering a competitive benefits package, including a top-notch 401(k) plan, is essential for your company to recruit and retain top talent. Today’s workers highly value employer-sponsored retirement plans: 88% of them say that an employee-funded retirement plan is...
Managing Risk: Do’s and Don’ts for Your Company’s Retirement Plan Committee
Scan the business news and you will likely find an article detailing the latest 401(k) litigation against a company accused of a fiduciary breach. The litigious trend started with corporate behemoths but has been trickling down to small and mid-size plans. Adding...
10 steps to Handle a DOL Investigation
Hot breath, fear, sweaty palms - You’ve received a request from the Department of Labor (“DOL”) to provide documents about your retirement plan. You are being investigated. Your first thought may be, how did this happen? Why does the DOL care about my company’s...