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Encompass Wealth Advisers is not a division of Mutual of Omaha Insurance Company. Securities offered through Mutual of Omaha Investor Services, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Encompass Wealth Advisers, Inc. and Mutual of Omaha Investor Services are not affiliated. Advisory services offered through Mutual of Omaha Investor Services, Inc., an SEC Registered Investment Advisory Firm. Trading instructions sent via e-mail will not be honored. Please contact my office at (800) 350-4656 or Mutual of Omaha Investor Services, Inc. at (800) 228-2499 for all buy or sell orders. Please note that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from the custodian(s) of your assets.
When’s the last time you did a checkup on your 401(k) plan? It's crucial to regularly review your retirement plan and benchmark it for fees, services, and overall value. At Encompass Wealth we will give your plan the attention it deserves.Read More
Take a step towards optimizing your company's 401(k) plan by benchmarking your plan today. Our team at Encompass Wealth Advisers can help to identify opportunities and improve your employees' financial future. Contact us now to learn more!Read More
Discover strategies for maintaining fiduciary files with best practices for compliance and peace of mind. -Create a system -Implement a retention policy -Regularly update -Clear labeling and categorization -Accessibility and confidentialityRead More
Looking for ways to lower your tax bills? 401(k) profit sharing enables employers to give employees (including owners) a discretionary contribution. Wondering if this is a good fit for you? Read this to discover the power of profit-sharing.Read More
Must know deadlines for your 401(k) plan in 2024 With the new year comes a new cycle of compliance deadlines. We are here to keep you updated and informed so you don’t miss a beat. * See PDF Calendar #ComplianceCalendar #HumanResources #HRRead More
End of year deadlines are approaching and plan sponsors are faced with a myriad of tasks and the complexity of navigating the SECURE Acts. To help you stay on top of things, we've put together a handy end of year checklist. #401k #2024 #cfpRead More
Discover 5 ideas for Business Owners to optimize your tax strategy for a prosperous future. 1. Max Out 401(k) Contributions 2. Profit Sharing Contributions 3. Cash Balance Plan 4. Health Savings Account (HSA) 5. Hiring Family MembersRead More
5 strategies to help reduce your tax liability, without cutting costs or increasing sales. From lowering taxes, boosting profits, or saving for retirement, we've got the expertise and resources to help you succeed. Contact us today! #401(k)Read More
Managing a retirement plan can feel like navigating a labyrinth. The tasks involved, from payroll to investment changes, are complex and take time, leaving you feeling overwhelmed and frustrated. If you need support contact our 401(K) team!Read More
Long-Term, Part-Time Overview for 2024 For part-time workers, saving for retirement can be a challenge. Many part-time employees are often excluded from 401(k) plans because they often don’t meet the plan’s eligibility...Read More
You may have heard of a Total Rewards Strategy. It is a recruiting and retention strategy given that it goes beyond the traditional salary benefits by providing holistic rewards that entail added motivation for employees. This strategy...Read More
Required for 2024Luckily, the required changes for 2024 are minimal.Requirement SummaryLong-term, part-time employees become eligible to participate in the 401(k) plan.Catch-up contributions are required to be Roth if the participant...Read More
High employee turnover could lead to a rise in small 401(k) accounts. Explore how adding a Safe Harbor IRA provision to your plan may help reduce plan costs and potential fiduciary risks. In 2022, more than 50 million Americans...Read More
With thoughtful design features, you can structure a 401(k) plan that stands out in a time of talent scarcity and meets your employees’ needs. Looking to attract and retain high-quality talent in today’s competitive...Read More