Business Owners

Illustration showing eight people in business suits walking in line. One person breaks away, holding a red balloon, and floats above the others, suggesting innovation or thinking outside the box amid discussions of the secure act. All characters carry briefcases against a blue background.

Business Owners and the SECURE Act

December 27, 2019

For the first time since the passage of the Pension Protection Act (PPA) in 2006, Congress forwarded and the president signed a major piece of retirement legislation. Referred to as the Setting Every Community up for Retirement Enhancement Act (SECURE Act), the law includes a number of provisions that will undoubtedly change the retirement landscape. Although it is early and specific details are scant, we thought we would take the opportunity to comment on a

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The Awesome Potential in Plan Design – 401(k) podcast

July 1, 2019

Are you responsible for choosing a new retirement plan for your company? Are you responsible for evaluating your current one? SYM Financial Vice President and Retirement Plan Advisor Tom Ackmann and Financial Advisor Michelle Hipskind offer valuable insight into factors to consider so your plan fits your needs. From employee retention to maximizing owner benefits, tune in to this podcast hear straightforward advice designed to serve the best interest of you – the plan sponsor.

A hand holds a red umbrella under a stormy sky with lightning. Under the umbrella, icons inside bubbles represent protection for various aspects of life: a home, family, car, bed (health), a shield with a cross (healthcare), and a heart with a pulse line (health). This vivid scene illustrates the concept of umbrella liability insurance.

Umbrella Liability Insurance: An Overview

July 1, 2019

Umbrella liability coverage is a crucial but often overlooked piece of a financial wellness plan. Its purpose is to protect your assets from major claims and lawsuits by providing liability insurance in excess of the limits of your homeowners’ or automobile policy. An umbrella policy may also provide initial or additional insurance for circumstances other policies may exclude, including false arrest, libel, slander, and invasion of privacy. You are likely covered against liability at a

An elderly couple sits closely on a teal sofa, smiling and looking at a tablet together. The woman, wearing glasses and a striped sweater, leans towards the man, who is wearing a dark vest over a shirt. Both appear happy and engaged, perhaps perusing the services options of their trusted advisory firm.

A Good Financial Advisor Extends Well Beyond the Portfolio

June 21, 2019

Particularly during challenging times in the market, it can be easy to forget that the end goal of comprehensive planning goes well beyond choosing investments. Investors who keep a critical eye to their portfolio may sometimes overlook other, more subtle indicators along the path to long-term financial success. These contributions are less quantifiable on a quarterly performance statement, but valuable nonetheless. Cost-effective investment implementation: When measured against overall wealth, the costs associated with investments may

Man in a blue suit extending his right hand for a handshake, subtly hinting at your future retirement plan. The focus is on his hand while his face is out of focus in the background. He is outdoors with trees and a building visible behind him.

Understanding Fiduciary Roles in Your Business’ Retirement Plan – 401(k) podcast

February 13, 2018

I’m Responsible for WHAT?” takes you behind the scenes of the legal obligations associated with caring for your company’s Retirement Plan. Understand what you, as a 401K plan sponsor, can expect from your advisor, your TPA, and others, and how to optimize your 401K plan structure to get the best for you and your employees. Join SYM Financial Vice President and Retirement Plan Advisor Tom Ackmann and Financial Advisor Michelle Hipskind for a short

Business Owners and the SECURE Act

The Awesome Potential in Plan Design – 401(k) podcast

Umbrella Liability Insurance: An Overview

A Good Financial Advisor Extends Well Beyond the Portfolio

Understanding Fiduciary Roles in Your Business’ Retirement Plan – 401(k) podcast

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