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June 2020 – Safe Harbor Investment Advisors, LLC Skip to content
Safe Harbor Investment Advisors, LLC

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Archive for June 2020

Video: America’s Drowning in Debt

By pwsadmin | June 30, 2020

If your employees are drowning in debt, they could be looking to you, the employer, to throw them a lifeline! Luckily, there are a few ways to help your employees…

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Six Steps To Take If You Are Considering Switching Your 401(k) Provider

By pwsadmin | June 23, 2020

Offering a competitive benefits package, including a top-notch 401(k) plan, is essential for your company to recruit and retain top talent. As such, you should evaluate your 401(k) plan regularly…

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Right Fund – Wrong Share Class

By pwsadmin | June 17, 2020
an elderly man counting his money

Let’s imagine for a moment that you have hired a suit and tie guy to help you with your 401(k) plan.  The funds that adviser puts on your 401(k) menu…

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Participant Infographic: Savings Best Practices

By pwsadmin | June 16, 2020
a professional woman smiling

We’ve all heard the golden rule of personal finance, “Pay yourself first.” It means putting money into savings before you do anything else. Your plan participants often need a light…

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5 Steps to Create a Financial Wellness Program

By pwsadmin | June 2, 2020
a happy group of people

In today’s economy, Americans are worried about their finances, and it spills over into every aspect of their lives, even their work. Let’s look at this for a minute and…

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Recent Posts

  • Video 2021-Q3: 20 Questions To Benchmark Your 401(k)
  • Cycle 3 401(k) Deadline quickly approaching
  • Do You Want to Be Taxed Now or Later?
  • What’s the buzz about PEP, MEPs and SEPs?
  • Plan Sponsor Guide 2021 Q3: Different Types Of Workplace Plans

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