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Archive for Category: Julie Reinhardt

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3 Financial Housekeeping Tips to Start 2021 + 1 bonus tip
2020 in Review: A Look Back on an Extraordinary Year
Create a good financial plan, then take comfort in it
Retirement Plans Don’t Just Benefit Your Current Employees
2020 Financial Planning Tips, Year-End and Beyond

02Dec

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<img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' src='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' class='avatar avatar-20 photo' height='20' width='20' loading='lazy'/>

Julie Reinhardt

Retirement Plans Don’t Just Benefit Your Current Employees

Julie Reinhardt, News

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08Oct

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<img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' src='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' class='avatar avatar-20 photo' height='20' width='20' loading='lazy'/>

Julie Reinhardt

What does great client service mean to you?

Julie Reinhardt, News

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19Aug

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<img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' src='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' class='avatar avatar-20 photo' height='20' width='20' loading='lazy'/>

Julie Reinhardt

Retirement Plan Services: Participant Access of 401(k) Funds During Employment

Julie Reinhardt, News

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<img width="500" height="334" src="https://36fe9b3p2rt632ds8l2irv78-wpengine.netdna-ssl.com/wp-content/uploads/2020/03/401k-Eligibility-compressed.jpg" class="attachment-full size-full wp-post-image" alt="" loading="lazy" srcset="https://36fe9b3p2rt632ds8l2irv78-wpengine.netdna-ssl.com/wp-content/uploads/2020/03/401k-Eligibility-compressed.jpg 500w, https://36fe9b3p2rt632ds8l2irv78-wpengine.netdna-ssl.com/wp-content/uploads/2020/03/401k-Eligibility-compressed-300x200.jpg 300w" sizes="(max-width: 500px) 100vw, 500px" />

02Jul

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<img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' src='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' class='avatar avatar-20 photo' height='20' width='20' loading='lazy'/>

Julie Reinhardt

Retirement Plan Services: New Hire and Rehire Eligibility

Julie Reinhardt, News

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Payroll processing documentation and folders.

02Mar

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<img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' src='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' class='avatar avatar-20 photo' height='20' width='20' loading='lazy'/>

Julie Reinhardt

Retirement Plan Services: Avoiding Payroll Pitfalls

Julie Reinhardt, News

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20Nov

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<img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' data-srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' height='20' width='20' loading='lazy' data-src="https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g" class="avatar avatar-20 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='' src='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=20&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/fd38b019ffe401a688c5aa6f79800aec?s=40&d=mm&r=g 2x' class='avatar avatar-20 photo' height='20' width='20' loading='lazy'/>

Julie Reinhardt

Retirement Plan Services: Ownership and RMDs

Julie Reinhardt, News

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19Aug

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06May

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