Explore insights, articles, and upcoming events from our advisors designed to help you bring clarity to complexity, protect what you’ve built, and move forward with purpose through every stage of life and business.
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Learn why successful business owners need coordinated planning for ownership, succession, and life after an exit as their companies grow.
Read More: When the Business Outgrows the Plan
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69 insights found.
Article
Review the Department of Labor’s fact-specific standard for documenting a reasonable interest rate on participant retirement-plan loans.
Article
Compare ERISA 3(21) and 3(38) fiduciary services, including how investment decisions, monitoring duties, and sponsor liability differ.
Article
Learn when a retirement-plan participant loan may become a deemed distribution and what repayment, amount, and documentation rules apply.
Article
Happy Holidays, As another year draws to a close, it is time to look back and review the initiatives CG Financial Services relayed to you for 2021.
Article
Estimate life-insurance needs by reviewing income, obligations, liquid assets, family goals, and short- and long-term expenses.
Article
Consider the roles of active and passive funds when evaluating a retirement plan's investment lineup and fiduciary process.
