The 411 for 401(k) Plans with Crystal Sears

Posted on: June 29, 2021 by in Blog
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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