In today’s evolving benefits landscape, retirement plan success could hinge on effective strategies. This quarter’s newsletter highlights three areas plan sponsors can’t afford to overlook:
- 5 Advanced Tax Strategies for Employers
Explore advanced savings vehicles designed to support your most valued employees as they prepare for retirement. From cash balance plans to tax strategies and plan structure alignment, there are numerous options that align with executive needs and tax efficiency.
- Protecting Your Employees from Bad Financial Advice
With more employees seeking financial advice from digital sources like TikTok and Reddit, it’s never been more important to provide personalized education. Learn why one-on-one guidance remains essential and how modernizing your approach can boost engagement and retention.
- Is Your 401(k) Plan Ready for Today’s Cybersecurity Threats?
Data security is more than an IT issue; it’s a fiduciary responsibility. Discover how breaches impact your company and compliance. Access a cybersecurity checklist that can help you build a strong policy to protect participant data and plan assets.
Read this quarter’s newsletter for actionable tips.
Mayflower Advisors
265 Franklin St., Ste 401 Boston, MA 02110
617-259-1767
https://www.mayfloweradvisors.com/
MFARetirement@mayfloweradvisors.com
All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability, or completeness of, nor liability for, decisions based on such information and it should not be relied on as such. Securities offered by registered representatives through Private Client Services (“PCS”), Member FINRA/SPIC. Advisory services offered through Mayflower Advisors, LLC (“MFA”), an SEC registered investment adviser. PCS and MFA are not affiliated. Advisory services are only offered to clients or prospective clients where MFA and its representatives are properly licensed or exempt from licensure. For current MFA information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with MFA’s CRD #307857.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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