Jun 29, 2021
Business owners and employees leave money on the table year
after year by not having the right retirement plan in place. In
this episode, Karen talks with the Mobile, Alabama employer,
employee, and personal retirement plan TPA specialist Crystal Sears
of Azalea Administration. Crystal explains all the
options employers and employees now have with 401(k) and other
retirement plans and how to get started saving for your future.
Plus, learn why setting up an employee plan is one of the best ways
to hire, motivate, and keep your best team members and top
producers.
{Editor's Note: this is a rebroadcast of a past episode. Karen
is taking the week off the show to spend time with her family for
the Fourth of July holiday.}
Learn more about Crystal Sears and Azalea Administration.
Key Takeaways:
1. A 401(k) plan is it's a way to save money, but you're saving
it for yourself.
2. Employee retirement plans for your help you find, motivate and
keep your best employees.
3. Hire a qualified third-party administrator to set up and manage
your company's retirement plans.
4. Cheap index funds won't cost you a lot of money, but they won't
make you any money either.
5. Start the retirement plan process with your CPA, Accounting
Department, or your HR department.
6. Find the right TPA specialist to administer your retirement
plans.
Learn More About Karen Simmons & CFO Consulting
Karen C. Simmons, P.C.
CFO
Consulting Services