It doesn’t matter whether you are in retirement, near retirement or have several years to go.  If you have been saving and investing over a long period of time you will be looking at your statements frequently; monthly, quarterly or annually.  When we had so many...

September 28th, 2022 What’s in this Atlas Note Market Notes The Truth about Inflation Portfolio Growth Mentality Portfolio Protection Strategy Balance of 2022, prepping for 2023 All – Hope you enjoyed your summer and believe it or not, Q4 2022 is about to begin next...

>>> Opinion Only from Ronald E. Lang <<< All – Hope everyone has been enjoying the summer so far. School has started for many and Labor Day is right around the corner. Whether you are an active or a passive follower of the financial markets, it...

>>> Opinion Only from Ronald E. Lang <<< All - With all the continued market volatility, it was important to reach out to you with some additional thoughts.  Many of you we have had conversations with in the last month and provided our thoughts on...

401(k) Plans Participant Contribution increased from $19,500 to $20,500 Over 50 Catch-up Provision is the same - $6,500 HSA Plans For High-Deductible Healthcare Plans Individual - $3,650 / Family - $7,300 Deductible Information For calendar year 2022, a “high...

401(k) - Considering Changing Service Providers? "How-To Build a Business Case" Register for the Webinar (Details Below) It is that time of the year, should we or shouldn't we? Review or not to review? Your Finance and Human Resources/Benefit teams may be in agreement...

September 2021 Money Management Newsletter & More Atlas Market Report Market Commentary (Key items you need to know): Market Outlook by Ronald E. Lang Fun Links (Must See! Some Good Ones You Will Enjoy) (we love your Feedback - email mail us back with your...

June 2021 Money Management Newsletter & More Atlas Market Report Market Commentary (Key items you need to know): Market Outlook by Ronald E. Lang Additional Commentary from Allen B. Lang Fun Links (Must See! Always popular and Updated) 2021 Market Outlook...

Eligible employers may be able to claim a tax credit of up to $5,000, for three years, for the ordinary and necessary costs of starting a SEP, SIMPLE IRA or qualified plan (like a 401(k) plan.) A tax credit reduces the amount of taxes you may owe on a...

Top Reasons Why You May Get "Audited": High Administrative Fees that may be passed on to the Participants. The DOL frowns upon burdening participants with most or all of the Admin fees. High Fund Fees and you never Benchmarked your plan or did anything about it if you...