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Employee Benefits Consulting

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Retirement

529 plan

May 29, 2020

29 Things You Need to Know About 529 Plans

Today is May 29th, aka 529 day. In honor of today, here are 29 things you need to know regarding 529 plans and how they can help your business, your

Category iconCompliance,  Retirement

financial security

May 4, 2020

How to Help Employees Mitigate COVID-19’s Impact on Their Financial Security

When you begin to address the impact of COVID-19, you can’t start with anything, but the loss of human lives across the globe. The impact of these

Category iconCoronavirus,  Financial Wellness,  Retirement

retirement accounts

March 27, 2020

How the CARES Act Will Impact Retirement Accounts

The Coronavirus Aid, Relief, and Economic Security (CARES) Act, was passed unanimously by the Senate to help individuals, families, and employers

Category iconCoronavirus,  Retirement

market epidemics

March 9, 2020

Maintaining the Course – Coronavirus and Past Market Epidemics

*This article originally appeared in RPAG News. As of February 28, 2020, global stock markets have entered "correction" territory, defined as a 10%

Category iconCoronavirus,  Employee Health,  Retirement

SECURE Act

February 17, 2020

What is the SECURE Act, and 15 Ways it Will Affect Your Benefits?

According to a 2018 study by Northwestern Mutual, 1 in 3 Americans have less than $5,000 saved for retirement. Moreover, 1 in 5 U.S. workers has no

Category iconCompliance,  Retirement

retirement savings

February 2, 2020

How Your Benefits Can Help Women Bolster Their Retirement Savings

Last week, we told you all about what the gender pension gap is and 10 reasons why this gap exists. You can read about each of these reasons here.

Category iconEmployee Benefits,  Gender Equality,  Retirement

gender pension gap

January 20, 2020

What You Need to Know About the Gender Pension Gap & Why it Matters

Talking about the differences between men and women can quickly lead to discussions that can border to parody if they don’t reach full-out offensive.

Category iconEmployee Benefits,  Gender Equality,  Retirement

retirement myths

August 26, 2019

13 Retirement Myths to Avoid for a More Comfortable Retirement [2019 Update]

Talking about retirement is tough. Because you’re talking about someone’s life savings, their future, it makes any conversation more difficult. One

Category iconEmployee Benefits,  Retirement Tag iconGroup,  Individual

saving for retirement

May 9, 2019

Your Employees Need Assistance Saving for Retirement. Are you Prepared?

For those of us who weren’t born to immensely wealthy guardians, work has always been a part of our lives. And for those who’ve worked more than a few

Category iconRetirement Tag iconGroup,  Individual

financial wellness program

January 29, 2019

Why a Financial Wellness Program can Deliver Powerful Positive Results

We all know how much havoc stress can wreak on your life. But do you know how much stress can negatively impact your business? Per Mental Health

Category iconFinancial Wellness,  Retirement Tag iconGroup

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Securities and Insurance Disclaimer

Tim Olson, Greg Ritzdorf, Jeff Wallace, and Sandy Petzoldt are registered representatives with Cambridge Investment Research Inc., a Broker/Dealer, Member FINRA/SIPC. Cambridge Investment Research, Inc is registered to do business in all 50 United States. Tim Olson is licensed to offer securities products and insurance products in AZ, CO, IA, KS, MN, MO, NE, NJ, SD, and WY. Greg Ritzdorf is licensed to offer securities products and insurance products in MN, NE, IA, KS, and MO. Jeff Wallace is licensed to offer securities products and insurance products in AZ, CO, IA, KS, MN, MO, NE, NJ, SD, TX, VA, WI, and WY. Sandy Petzoldt is licensed to offer securities and insurance products in CO, NE, KS, MN, WY, IA, SD, DE. The information included herein should not be considered a solicitation or an offer to sell products in any state besides those in which Tim Olson, Greg Ritzdorf, Jeff Wallace, and Sandy Petzoldt are properly licensed. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. The Olson Group is not affiliated with Cambridge Investment Research, Inc.

Check the background of this firm on FINRA’s BrokerCheck Member FINRA / SIPC.

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