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Items Your Annual Retirement Plan Review May Be Missing

As a plan sponsor, you are no stranger to the annual retirement plan review. And believe it or not, it is that time of year again! Although you may meet quarterly or semi-annually with your advisor, a yearly plan assessment is an opportunity to evaluate the health of your plan ...
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Motivating Savings with Financial Wellness and Plan Design

Resolution season is upon us. January through March are the peak motivation months.  That special time of the year when people are eager to make positive strides toward physical, financial, professional, or personal goals.  On average, 42% of Americans make money-related resolutions.  However, in less than 6 months, half of the ...
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WHAT IS 401(K) BENCHMARKING AND WHY SHOULD YOU DO IT?

  Simply stated, benchmarking is the process of reviewing and evaluating your company retirement plan. It involves taking a look at what you are offering your employees today and deciding if it’s appropriate or needs some updating. There are four main areas to focus on when assessing your retirement plan: ...
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What Does it Really Take to Retire?

What does it really take to retire? As a plan sponsor, your employees rely heavily on your guidance; after all, you manage the plan that may offer their best shot at a successful retirement. When the 401(k) plan was introduced in the mid-80s, it was not intended as a standalone ...
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Evaluating & Creating a Prudent Fiduciary Process

Do You Have a Prudent Fiduciary Process Established? Believe it or not, an efficient retirement plan committee does not happen by chance. The “best practices” your committee upholds form the foundation for a prudent process creating an opportunity for employees to pursue their retirement goals. Companies of any size can ...
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Customizing Plan Design

NO “ONE-SIZE-FITS-ALL” PLAN Retirement plans come in all shapes and sizes: DC Plans, DB Plans, Non-Qual, 401(k), 403(b), 401(a), 457, SEP IRA, Simple IRA, Roth IRA, Cash Balance, HSA… and any other number letter combinations that you can think of. The simple truth is that there is no one-size-fits-all version ...
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Clear Financial Strategies

Clear Financial Strategies provides small to mid-sized businesses; the owners, executives, and families, a fiduciary process to enhance their opportunity for financial success.

Contact

Chicago Area

1750 E. Golf Rd, Suite 230 

Schaumburg, IL 60173

Phone: (844) 372-5900

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Clear Financial Strategies, LLC is an Independent Registered Investment Advisory Firm. Our Online Privacy Policy can be viewed here. Our Business Continuation Plan Summary is available here.

Investments involve various risks, including the possibility of loss of some or all of your investment. This website and information are provided for educational purposes only and should not be considered financial advice. Consult with your legal and tax consul before implementing any financial strategies.


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