Fiduciary Matters: How to Be the Best 401(k) Plan Trustee for Your Organization

REGISTER HERE! If you serve as the 401(k) plan fiduciary for your organization, this webinar will provide much-appreciated insight into industry best practices. Join CRI TPA Services’ CEO and partner Daniel Rodriguez and COO and partner Joy Hodgson for a free, informational webcast that will review the basic types of trustee duties, discuss types of [...]

2021-09-16T12:13:42-05:00October 26th, 2021|, |

Considering a Conversion from Traditional IRA to Roth? Think Twice.

The COVID-19 pandemic has certainly caused havoc in global markets and the U.S. economy throughout 2020 and 2021. Along with the continued impact of the pandemic, changing economic policies have added more uncertainty to the mix. It’s always important to stay on top of your financial status, but economic “crossroads” moments demand heightened focus from [...]

2021-10-21T11:09:05-05:00February 24th, 2021|INDIVIDUAL PLANNING, INDIVIDUAL TAX|