Caroline RakerOverwhelmed by Social Security, Medicare, and retirement planning? This guide breaks it down in simple steps so you can secure your financial future with confidence.
Caroline RakerAvoid costly ERISA mistakes. Learn the most common compliance pitfalls employers face, their consequences, and practical steps to protect your plans, fiduciaries, and employees.
Caroline RakerStay on top of retirement plan compliance with this year-round guide. Discover key deadlines, tips, and a checklist to avoid penalties, protect your business, and build employee trust.
Caroline RakerERISA, passed in 1974, was created to protect workers’ benefits—especially retirement plans like pensions and 401(k)s. Before ERISA, many employees faced uncertainty. A company could run into financial trouble and suddenly—without warning—benefits they counted on could disappear. ERISA set out to change that by creating standards, safeguards, and accountability for benefit plans.
World Financial Group Insurance Agency, LLC, World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., World Financial Insurance Agency, LLC and/or WFG Insurance Agency of Puerto Rico, Inc. - collectively WFGIA offer insurance products. Headquarters: 11315 Johns Creek Parkway, Suite 100, Johns Creek, GA 30097-1517. Phone: 770.453.9300. WorldFinancialGroup.com