Modern Capital Executive Solutions’ Post

Do you offer financial solutions and retirement planning? If so, you need ways to save time, make more money and put your practice in a position of distinction. SMS has recently gathered three new financial tools in order to help agents streamline their business. Read our blog to learn more. https://hubs.li/Q02rXYVg0

After a long career at bp, picking a retirement date that best incorporates your 401(k), pension, and other benefits into a tax-optimized plan can be complicated. In tomorrow's webinar, John Siegel, CFP®, EA, Sr. Wealth Manager, and WJA's BP benefits expert, talks about the common mistakes BP executives make when taking their benefits and how to avoid them. Register here: https://hubs.li/Q02tP90m0

Would you like to help your employees by offering them financial literacy advice? Benefits include 👉 ·        Increased productivity and engagement ·        Improved retention ·        Better decision-making ·        Better retirement planning ·        Improved financial inclusion Read more and book your session before EOFY: https://lnkd.in/gWMv4viJ

There are 5 ways that a business owner can benefit from having a retirement plan for their employees, even if a small company.  By implementing a 401(k) retirement plan, business owners can achieve significant personal financial benefits, including tax savings, enhanced retirement funds, investment control, and reduced financial stress. These plans are a strategic way to secure your financial future while also offering valuable benefits to your employees.  Read more with the attached article.  Contact us today to learn more about setting up a 401(k) plan for your business!

Thinking about *when* to retire? Getting a little more specific about the *when* is thinking about *how* to maximize your BP benefits. #bp #bpretirement #bpbenefits #taxes

It comes as no surprise that financial advisors who aren't as knowledgeable about retirement income planning are more likely to delegate portfolio design. 401GO is flexible, offering three portfolio building options for our advisor partners. ✔️Create your own lineup from scratch ✔️Use our in-house 3(38) lineup ✔️Use the services of one of our dedicated 3(38) specialty partners

The way you structure and manage fees in your retirement plan speaks volumes about your commitment to your employees' financial well-being and your business goals. In this third article of this six-part series, Ron Lehmann discusses the demanding yet crucial considerations one should plan for. Including how to best navigate the common nuances of fee structure. Read more: https://ow.ly/CugK30sEb7X

The way you structure and manage fees in your retirement plan speaks volumes about your commitment to your employees' financial well-being and your business goals. In this third article of this six-part series, Ron Lehmann discusses the demanding yet crucial considerations one should plan for. Including how to best navigate the common nuances of fee structure. Read more: https://bit.ly/3vLag7I

Ready to take charge of your retirement journey? Dive into our comprehensive checklist designed to empower you with the knowledge and confidence needed to navigate the road ahead. Start planning smarter today!

This article discusses four major trends that could impact recordkeepers, consultants, and plan sponsors in 2024. 1️⃣ Increased emphasis on participant services within retirement plans. 2️⃣ Rise of lifetime income within defined-contribution plans. 3️⃣ The influence of 403(b) plans on 401(k) plans. 4️⃣ Changes in plan design, including a focus on automatic enrollment and auto-escalation, increased adoption of Roth accounts, and exploration of different distribution options for retirees. There is a lot of information out there. If you're not sure where to start, let's connect!