Tax season may be over, but keeping your financial plan on track is always in season! If you haven’t shared your updated tax forms with us yet, now’s the perfect time. Having your latest documents on file helps us provide the most accurate guidance and ensure your financial goals stay on course.

Have questions about how to submit your tax forms or other matters? Give us a call anytime!

Hardship distributions can be complicated, but as an employer, understanding your responsibilities is key to staying compliant and protecting your retirement offering. Swipe through for a quick breakdown of what you need to know.

Need guidance? Our team is here to help simplify 401(k) hardship distributions and ensure your plan stays on track. Contact us today.

Employee assistance programs (EAPs) aren’t just a benefit — they’re a smart strategy to support your team’s well-being and boost productivity. Swipe through to discover key factors to help you choose the best fit for your business.

Ready to elevate your employee benefits strategy? Contact us today to create a plan tailored to your team’s needs.

Local businesses are the heart of our communities! This National Small Business Month, let's show our support for the small businesses that keep our neighborhoods thriving. When you shop small, you're investing in jobs, innovation, and economic growth.

💙 Thank you to all the small businesses that make our community stronger. And as always, reach out with any questions. We’re here to support you — today and every day!

May is a month filled with historical moments that have left a lasting impact on our world. Let’s take a look at some remarkable milestones:

🎖️ May 8, 1945 – Victory in Europe Day (VE Day) marked the Allies' acceptance of Germany’s surrender, effectively ending World War II in Europe.

📈 May 17, 1792 – The New York Stock Exchange was established by 24 merchants and brokers under a buttonwood tree on Wall Street, laying the foundation for modern financial markets.

🌉 May 27, 1937 – The Golden Gate Bridge opened to the public, with 200,000 people celebrating by walking across what would become one of the most iconic landmarks in the world.

Which of these moments sparks your curiosity? Let’s celebrate the stories that connect us to history!

May is Disability Insurance Awareness Month, and there’s no better time to explore the value of group disability insurance for your workforce. It’s more than just a safety net for employees — it’s a strategic benefit for your business. Swipe through to learn more.

Ready to build a benefits package that supports your team and strengthens your business? Contact us today to learn more.

Many employees may not realize they have opportunities to enroll in a 401(k) plan outside of open enrollment. By highlighting these options, you can help your team make informed decisions about their financial future.

✅ New hires – Many plans allow enrollment once eligibility requirements are met.
✅ Life changes – Events like marriage, divorce, or having a child may open a new enrollment window.
✅ Plan-specific windows – Some plans offer rolling or quarterly enrollment periods.
✅ Automatic enrollment – Employees may be enrolled automatically unless they opt out.
✅ Special promotions – Employers may offer additional opportunities to encourage participation.

Clear communication about these options can boost participation and help employees feel more confident in their retirement planning. Need assistance sharing this information or exploring your plan options? Our team is here to help! Reach out anytime.

As we welcome May, let’s celebrate the drive and passion that fuel everything we do. This month, take a moment to reconnect with what inspires you — because when your heart is in it, your work truly shines. 🌟

What’s keeping you motivated this May? Let us know in the comments!

This May, we’re proud to celebrate National Small Business Month and recognize the immense impact small businesses have on our economy and communities. Swipe through for more information.

If you're a small business owner looking for financial guidance, we’re here to support you. Contact our team today!