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Defining the Future of Finance

There is an abundance of new acronyms and words these days in the financial world and stock market. It can be overwhelming and challenging to keep up with these unfamiliar terms and to determine what the future of finance will look like. How does this trendy terminology relate to your investments, financial plan and the dental industry? Stay tuned.

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Uncertainty Brings Incentive - a New Type of Retirement Plan

There is ambiguity in future legislation surrounding retirement savings, taxes, student loans, and COVID-19 support. The Biden proposals could alter the retirement plan landscape, which some anticipate to be a potential heavier regulatory hand in order to promote better workplaces and employment opportunities for all. There is anticipation within the first 100 days of the Biden administration to mandate employers to provide auto-enrollment plans so that almost all workers will have access to an 'automatic 401(k),' and we may see additional incentives for adopting these plans. For small- and mid- sized businesses there is an attractive option that is new this year to consider with several key benefits: a PEP.

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A New Option to Enhance Retirement Plan Opportunities: Pooled Employer Plan (PEP)

An improved type of retirement plan solution has been announced. The Pooled Employer Plan (PEP) is a single plan that bundles together unrelated employers from unrelated industries. As a member of a PEP, the employer does not take on additional risk associated with other employers in the plan. By facilitating access to high-quality retirement plans at a reasonable cost, PEPs are expected to give small businesses an additional incentive to provide retirement benefits to their employees.

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