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Registered Investment Advisor?

all financial backgrounds may benefit from RIAs. Registered investment advisors are equipped to help people at various life stages, including beginner investors who may not have amassed much yet.  ...
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Louisiana Mortgage Broker Bond

Mortgage Lending Act requires a $25,000 surety bond if the dollar amount of total loan volume in dollars during the previous year by the lender, broker, or originator is less...

IRS Publishes 2021 Amounts for HSA Limits

insurance protects your business and the plan from cyber breaches. Fully protect your plan, yourself, and your company all in one place, instantly online. Contact us today to get your coverage online, instantly....
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Arkansas Mortgage Broker Bond

is the insurance company issuing your bonds. It is easy to obtain a mortgage broker bond when you deal directly with a quality insurance company licensed to write surety bonds....

Catch-up Contributions?

ADP limit…is determined by comparing the salary deferrals of the highly compensated employees (HCEs) to those of the nonhighly compensated…and limiting deferrals for HCEs…to satisfy the ADP nondiscrimination test.  ...
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The 401(k) Partial Termination Rule: Have You Invoked It?

  Navigating the pandemic continues to force companies to make tough choices, including temporarily or permanently reducing the workforce. Plan sponsors need to assess the ramifications for 401(k) plans.  Understanding...
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Iowa Mortgage Broker Bond

a quality insurance company licensed to write surety bonds. Colonial is an A (Excellent) rated insurance company by A.M. Best that has been incorporated since 1930. We are NMLS approved,...

Blurry on Retirement

month—significantly larger than any other age group. This group was also likelier to express interest in returning to school and finding passion in their work.Their top savings priorities included having...
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Airports Expanding: Billions Allocated

get the building going.  For example, The Austin-Bergstrom International Airport in Austin, Texas, has a 2040 Master Plan to accommodate the region’s continuous growth projections. The city is soliciting bids...
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