At The Joseph Group, we are blessed to have so many great outside partners who deliver on the promise of great service and execution. One of these partners is Brigette Lafferty, a Retirement Plan Administrator with Rea & Associates. Brigette has over 14 years of experience in this industry and as a grizzled veteran of […]

Business owners agree that having a robust benefits package is critical to attracting and retaining top talent. Included in that package is a retirement plan, typically a 401(k) plan, with some type of employer contribution to give employee savings a boost. But what happens when employees aren’t taking care of their end of the bargain […]

  Well, we’re here. It’s 2021 and we are starting to see the light at the end of the COVID tunnel. As vaccines are ramping up there is a general sense of “the end is now in sight” for much of our country’s most at risk population. I hope you are feeling as optimistic as […]

If you’re reading this, you’ve made it to October in one of the wildest years on record. I know it’s hard to imagine but we are just over 2 months away from a fresh start in 2021. I know this year has been particularly complicated for business owners and executives and I hope everyone has […]

“How do we fix the plan?” That’s a question those of us in the Retirement Plans business hear a lot. Let me start by saying that most of the time, the plan isn’t “broken” but may just need an injection of life. Often, a slight tweak to one (or two) of the key plan provisions […]

The year 2020 will be remembered for a multitude of reasons. We’ve had a pandemic, a recession, an extended period of civil unrest and all during a presidential election year. With all of these events taking place in such a short period of time, this will certainly be one for the history books. The question […]