What Plan Sponsors Can Do to Plan for the Year Ahead: A Timeline of Key Milestones

Corporate & Institutional

Plan sponsors have a plethora of administrative duties and deadlines to juggle each year, 2022 being no exception. To start out the year, you’ll want to ensure your 401(k) plan complies with any new rules and regulations, as well as ensure you are on track to comply with any upcoming deadlines on  the ERISA and IRS calendars.


How to Balance Saving for Both College and Retirement

Jerry Inglet, Ed.D, CFT-I™ |
Wealth Planning

This article was published in the September 17, 2021 issue of MarketWatch. In it, Family Legacy Advisor Jerry Inglet discusses how an intentionally planned path can help mitigate the emotional highs and lows of important funding strategies. When retirement and college funding are balanced, two of the best gifts a parent can give to their children are made possible—the opportunity of a college education and a free conscience of knowing that their parents are financially secure in retirement.


Don’t Leave the Fate of Your Family Business to Chance

My Business
Family Business Owner standing proudly at the entrance to his store

When it comes to managing a successful family business, the head of the family is often reluctant to share control and involve other family members in the process. Perhaps it’s a matter of pride, control, or a combination of factors, but the scenario is common among modern day family business owners.