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August 2021 – Safe Harbor Investment Advisors, LLC Skip to content
Safe Harbor Investment Advisors, LLC

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Archive for August 2021

Cycle 3 401(k) Deadline quickly approaching

By pwsadmin | August 31, 2021
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For the millions of business owners that offer a workplace retirement plan, the COVID-19 pandemic created many financial difficulties. However, as the economic climate improves, there is an opportunity for…

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Do You Want to Be Taxed Now or Later?

By pwsadmin | August 17, 2021
an advisor guiding a senior client

Are you getting the most bang for your buck? When choosing to invest your hard-earned dollars into a Traditional or Roth 401(k), there are a couple of big factors to…

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What’s the buzz about PEP, MEPs and SEPs?

By pwsadmin | August 3, 2021
staff members observing minimal health requirements at work

Just ask anyone: Uncle Sam and the retirement industry love acronyms. Another was added in December 2020—PEP—which conveniently rhymes with MEP and SEP. The three plan types are 401(k) cousins[1]…

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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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