Bringing a Marketing Mindset to HR
HR teams often feel like they struggle to be heard. It can be hard to complete with other voices in the business to get your projects moving. I recommend that you step back and take a few pages from...
View ArticleTax-Loss Harvesting: Keeping Emotions in Check to Keep Year-End Tax Planning...
In a nutshell, tax-loss harvesting is when you sell investments at a loss in order to reduce your tax liability. An emotional bias called regret aversion can hamper your decision to take advantage of...
View ArticleSIMPLE IRA Plan 2020 Limits Announced – Time is Now to Notify Employees of...
On November 6, the Internal Revenue Service (IRS) announced 2020 inflation-adjusted limits for all retirement plans, including SIMPLE IRA plans. Employees who are participants in employer sponsored...
View ArticleWell, When You Put It That Way: Getting in the Right Frame of Mind for Your...
It is easy to find excuses to put off estate planning, no one really wants to sit down and think about end-of-life planning. But answering those questions now and formalizing them into a plan will make...
View ArticleMaking the Most of Your Social Security Benefits: Five Key Things to Consider
“When should I start taking my Social Security retirement benefits?” Wouldn’t it be simple if there was a one-size-fits-all answer to that question! But, everyone’s answer is different, because no two...
View Article3(38) or 3(21): Which Fiduciary Service is Right for You?
Looking to reduce your fiduciary risk as a plan sponsor? A little outside help can yield big reductions in risk, provide the best for the people on your company’s payroll, and help you feel good about...
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Be Prepared with a Cloud-Based Disaster Recovery Strategy
As more and more business owners rely on the cloud environment to run their operations, they are exploring other ways cloud services can help them reduce costs and improve operational efficiencies. In...
View ArticleThe Red Flags of Fraud: Six Behaviors to Keep on Your Radar
Understanding and recognizing the behavioral red flags displayed by fraud perpetrators can help you detect fraud and mitigate losses. James seemed like the ideal employee. He worked as a manger in the...
View ArticleAfter Your HCM implementation: Next Steps to Keep Things on Track and Thriving
Take a deep breath, you’ve made it. Your new system is up and running and has been rolled out to managers and employees. What comes next? How do you make sure that you keep using all of the features...
View ArticleFraud Schemes More Costly to Businesses with Less Than 100 Employees
Small businesses typically have fewer resources to both prevent and recover from fraud, resulting in losses almost twice as much as larger organizations. In the 2018 Report to the Nations, the...
View ArticleLessen Your Vulnerability to Fraud with the Right Mix of Reporting Mechanisms
Organizations that do not actively seek out fraud are likely to experience schemes that continue for much longer and at a higher cost. According to the 2018 Report to the Nations prepared by the...
View ArticleActivate That Neocortex: Reacting to a Volatile Market with a Rational Mindset
Volatility. It’s a word that has been use quite often when referencing the market these days, and for good reason. Volatility, by definition, is a tendency to change quickly and unpredictably – I think...
View ArticleSafeguarding Against Data Breaches: Proactive Steps You Can Take
No one wants to think about the financial and emotional toll a data breach could take on a company and its employees, so it is easy to avoid dealing with the necessary steps that need to be taken to...
View ArticleThings to Consider When Selecting the Right HCM Solution for Your Company
Investing in a human capital management (HCM) software platform is a smart strategy to help organizations streamline the recruitment, onboarding, tracking and development of your most important asset –...
View ArticleStarting 2020 Off Right: Three Ideas for Your Financial Health
As the holiday season kicks into high gear, it is easy to get caught up in the busyness and forget to set aside time to make or update your family’s financial plan. With all the shopping, work and...
View ArticleImmediate Steps to Take in the Wake of a Data Breach
The first reaction many have when they learn about a data breach is to jump in and take immediate action. And, most definitely, action will need to be taken. But, one of your most important next steps...
View ArticleDo I Have Enough Savings to Retire?
Knowing how much you need to have saved for retirement may feel a bit like trying to look into a crystal ball. There are some things you can do to properly plan to ensure you have what you need...
View Article2019 Year-End Tax Savings Strategies for Business Owners to Consider
As we maneuver through the holiday season, we encourage business owners to not lose sight of the importance of tax planning. While tax planning may seem like an unnecessary burden during an already...
View ArticleHave the Right Mindset When Creating a Digital Toolset for Your HCM Needs
How do you make a transition from paper and Excel file world to an integrated human capital management (HCM) solution? Every HCM system buzzes with words like “digitize” and “automate”, which sound...
View ArticleU.S. House of Representatives Approves $428 Billion Tax Cuts Package
On December 17, the U.S. House approved a tax cuts package that addresses tax extenders, retirement savings, 2017 TCJA fixes and more. The U.S. Senate is expected to approve the tax cuts package and...
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