Knowledge is Power

We are 2!

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

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  

The New Age of 401k Plan Portability

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

SECURE Act Information

SECURE Act Information

SECURE Act allows 529 plans to repay (some) student loan debt. Click here for more information.

10 steps to Handle a DOL Investigation

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...

3 Tips to Help You Not Sweat ADP Testing

Tests – the word alone is enough to make the most studious of us sweat.  When placed in the context of 401(k) plans, i.e. determining whether your plan passes non-discrimination tests, anxiety levels can go through the roof!  This article will take a brief look at...

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