A business’ success is tied directly to the quality of its workforce. Giving your employees top-notch, thoughtful benefits, like a 401(k), is a great way to ensure they are happy, remain loyal to your company, and are engaged in its success.  Like any piece of equipment, a 401(k) needs routine maintenance to ensure that it operates at peak performance. Oil changes, [...]

With 2020 squarely in the rearview mirror, it is nice to look forward to the new year with an opportunity for a fresh start and a clean slate. What goals are you setting for the year and how are you going to achieve them? I have found if you write down your goals, and periodically revisit them, you are more likely to achieve them. In other words, [...]

I hope everyone is doing well during these challenging times. Financial markets have been volatile and that certainly has an impact on your 401K plan. Employees are likely spending considerable time thinking about this and other aspects of their financial lives. While no one has a precise blueprint for how the 401K landscape will look a year from now, I have [...]

By: Michael Meyers, Partner, Mountain Hill Investment Partners  From the Department of Labor website:  Plan sponsors and other fiduciaries have a solemn responsibility to protect the interests of the workers and retirees in their benefit plans. That’s a pretty broad definition…There are specifics of course, but still, what does this really mean? If you’re reading this you should know you’re a fiduciary, [...]

As a member of the local business community, we are honored to be featured on the cover of the November issue of Monmouth County NJ’s Community Magazine. The article shares Andy’s heartfelt origin story, complete with personal loss, grace, and lessons learned, and gives context to who we are as a firm.   We are enthusiastic about getting to know you and your [...]