company

Consider Dave, the CFO at a medium sized company with a Section 401(k) retirement plan. Like many employers, the assets of the 401(k) plan are the largest pool of funds the employer has responsibility for. Because of the employer’s understandable concern about the management of these funds, the employer appoints Dave to run a company […]

You’re a successful business owner and you’d like to plan ahead. Professionals are urging you to prepare a “succession plan” – but you look at it as a retirement plan. Getting out of the daily grind might be nice, but giving up your life’s work and your legacy business? Maybe not so nice. No matter […]