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Shanyn Jewell

InvestED | 5 Tips on Finding the Right Financial Advisor in Kalamazoo

Are you looking for a Financial Advisor in Kalamazoo?  Finding the right financial advisor to partner with you and your family is crucial in helping you work towards your goals.  Whether you’re planning for retirement, managing investments, seeking advice on holistic financial planning or all of the above, a skilled […]

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All Things 401(k)| 5 Helpful Ways to Organize Your 401(k) Fiduciary Files

All Things 401k | 5 Helpful Ways to Organize Your 401(k) Fiduciary Files Managing Discover top strategies for maintaining organized 401(k) fiduciary files with best practices for compliance and peace of mind.  As a plan sponsor, one of your primary responsibilities is ensuring that your company’s retirement plan operates smoothly […]

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Virtual Health Care in Michigan

Virtual health care in Michigan In today’s benefits advisor blog, we’ll briefly touch on the types of virtual health care and how each of the primary health insurance carriers in SW Michigan are providing solutions. Virtual health care is primarily provided via internet video visits (and phone to a lesser […]

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All Things 401(k)| Wrapping Up 2023: A Comprehensive Guide to End-of-Year 401(k) Tasks

All Things 401k | Wrapping up 2023: A Comprehensive Guide to End-of-Year 401(k) Tasks As the end of 2023 draws near, those responsible for their company 401(k) plan have much to consider. With a combination of standard annual tasks and new SECURE Act provisions on your plate, we are here […]

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