How to Negotiate Equity in a Private Company or Startup
Working for a startup can pay off big financially, but a lot must go right along the way. If you are considering taking a job
Category: Employee benefits
5 Big Changes to Roth Accounts in Secure Act 2.0
The Secure Act 2.0 was signed into law December 29th, 2022, bringing more major changes to tax law. Among the most notable changes include a
Don’t Get Taken Down When Your Employer’s Stock Sinks
What can happen if you own too much of your company’s stock? The coronavirus outbreak is yet another example of the dangers of having too
Why You Need To Be Financially Prepared For An Unexpected Job Loss
The economy has been booming since the financial crisis but tough times are back. Broad economic conditions impact hiring or layoffs for many workers, but
3 Retirement Plans for Small Businesses: How They Compare
What’s the best retirement plan for small businesses? Business owners with employees have several options: traditional 401(k) plan, SIMPLE 401(k), SIMPLE IRA, and SEP IRA
Should You Take a Pension or a Lump Sum?
Should You Take a Pension or a Lump Sum? Deciding between a lump sum or receiving pension benefits monthly requires careful planning and consideration. Though
What Happens to Stock Options After a Failed IPO?
What Happens to Stock Options After a Failed IPO? WeWork (now called The We Company) was just steps from a historic initial public offering when
How Much Are Benefits Worth? Valuing an Employee Benefits Package
How much are your benefits worth? What programs should you participate in? Unfortunately, individuals don’t always know they can or should participate and sometimes the
Beware of the Deferred Compensation Plan
If a deferred compensation plan a good idea? A nonqualified deferred compensation plan (NQDC) or supplemental executive retirement plan (SERP) allows executives to defer income
Transferring Benefits When Switching Jobs
A new job can be exciting: a fresh start, new title, and (hopefully) more money. But changing jobs also means navigating a new retirement plan