Amanda Edwards’ Post

In this Woodruff Whiteboard Breakdown, Kristina Keck introduces Pooled Employer Plans (PEPs) as a solution for companies looking to simplify their 401(k) offerings. By allowing multiple companies to join a single plan, PEPs reduce costs and administrative burdens, managed by skilled professionals. This arrangement not only alleviates stress on HR and finance teams but also provides stability in investment options despite personnel changes. While companies must give up some control to the PEP administrator, the benefits include a focus on core business functions. Consulting with an expert is recommended to determine if a PEP aligns with a company's goals. Learn more about Pooled Employer Plans on our website: https://lnkd.in/ejT5TeVt #contactus #PEP #EmployeeBenefits #PooledEmployerPlans

Navigating the world of employee benefits can be tricky! If you’re wondering how HSAs, 401(k)s, and IRAs stack up, you’re not alone. Our blog post breaks down the pros and cons of each option to help you guide your team towards smarter financial decisions. 💡💰 #EmployeeBenefits #FinancialPlanning #HRStrategy http://spr.ly/6040qYru4

Converting 401(k) participants to wealth management clients can be a challenge... but it doesn't have to be. At Work is a personalized platform that improves employee financial outcomes while connecting them with plan advisors. Learn more: #wealthmanagement #planadvisor #employeebenefits #financialwellness #workplacebenefits

“If an employer cannot offer employee benefits, they should at least provide key contacts or educational resources during induction. This ensures employees know how to secure cover themselves and aren’t left asking, “Why didn’t you tell me?” – Shaun Payne Until December 1st, I’m offering 20 businesses of any size a complimentary workshop! Whether in your office or online via Zoom, here’s what we’ll cover: ✅ Showcase the employee benefits available to your team, directly helping you as the business owner ✅ Educate your staff on how to protect themselves financially, so they’re never caught off guard ✅ Provide a drop-in day where employees can seek ongoing guidance ✅ Share our extensive network of financial partners, covering everything from mortgages and pensions to estate agents and insurance. A true one-stop shop for all things finance! ❤️ ✅ Help you become an employer of choice ❤️❤️ IMAGINE: Your entire team having access to GP services 24/7 - instant healthcare assistance for your most valuable asset, your people. This perk comes FREE with most plans on today’s market. I’ll walk you through how to get it and why it’s crucial! ❤️❤️ 🔑 Don’t miss this opportunity to show your team you have their backs, with the support of a multi-award-winning financial protection firm at your side. 💡 Providing resources and education means you’ve done your part as a responsible employer. 💡 Protect What Matters. 📞 07502980623 📧 shaun@3pfp.life #EmployeeBenefits #FinancialWellbeing #BusinessWorkshops #EmployerOfChoice #TeamSupport #FinancialProtection #WorkplaceWellness #FreeWorkshop #EmployeeCare #BusinessOwners #HRSupport #StaffBenefits #ProtectYourTeam #AwardWinning #FinancialEducation #BusinessGrowth #EmployeeSupport #3PillarsFinancialPlanning #TeamSuccess #ProtectWhatMatters

Why should you join our upcoming Safe Harbor 401(k) webinar: - Because you have Small business clients (with employees) who complain about paying too much in taxes and need help. - You have clients who use a Simple IRA and max out their contributions to lower their taxable income? (updates on Secure Act will be on this webinar as well). - As part of your CAS practice, you have clients looking to enhance their benefits package to recruit or retain their employees with the most cost efficient compensation package. - or simply put, You want to hear Marc Fowler's amazing accent while playing a Human Interest webinar in the background during your workday. "Just a little accent to brighten up the day!" Details to register are below:

Explore the ever-evolving landscape of Employee Benefit Plan reporting with Rachel Burrow, Senior Audit Manager. 📊 Discover the 2023 Form 5500 transformation through Rachel's insights. Uncover new features like Defined Contribution Group (DCG) Reporting Arrangements and Schedule MEP. Plus, dive into Schedule H for detailed expense breakdowns. Read Rachel's article for the full in-depth analysis. #EmployeeBenefits #Form5500 #SECUREAct

As a #SmallBusinessOwner, one of your most valuable assets is your team. Offering benefits is important for retention—but making sure your employees understand them is just as critical: https://lnkd.in/gp4NWMEw

Offering a 401(k) can have a positive impact on a business. However, using a provider that only offers investments that prioritize other stakeholders by mandating ESG — instead of focusing on maximizing shareholder value — can negatively impact both the employees’ returns and the company itself. The Strive Pooled Employer Plan (Strive PEP) was designed to provide companies with a customized 401(k) plan specific to their needs while providing their employees with access to Strive’s investment philosophy of prioritizing shareholder value maximization. Learn more at strive.com/401k. #2126

Discover the dynamic realm of Employee Benefit Plan reporting alongside Rachel Burrow, our seasoned Senior Audit Manager. 📊 Unlock the latest updates in the 2023 Form 5500 journey as Rachel shares her expert perspectives. Learn about the innovative additions such as Defined Contribution Group (DCG) Reporting Arrangements and Schedule MEP. Additionally, explore the intricacies of Schedule H for comprehensive expense insights. Don't miss out on Rachel's comprehensive analysis in her article. #EmployeeBenefits #Form5500 #SECUREAct

Discover the dynamic realm of Employee Benefit Plan reporting alongside Rachel Burrow, our seasoned Senior Audit Manager. 📊 Unlock the latest updates in the 2023 Form 5500 journey as Rachel shares her expert perspectives. Learn about the innovative additions such as Defined Contribution Group (DCG) Reporting Arrangements and Schedule MEP. Additionally, explore the intricacies of Schedule H for comprehensive expense insights. Don't miss out on Rachel's comprehensive analysis in her article. #EmployeeBenefits #Form5500 #SECUREAct