Faron Miller, CFP®

Faron Miller, CFP® Retirement Plan Advisor

Recent Posts

February 02 2022

CLIENT CASE STUDY: ACG Provides a Basic Safe Harbor Match 401(k) Plan for a Fast-Growing Construction Firm

Client Problem: The owners of a fast-growing construction firm were concerned about recruiting enough talented employees to keep up with demand while retaining current employees. Seeing their personal incomes soar in recent years, the construction fi...

January 20 2022

Inherited a Retirement Account Recently? Here’s Why You Need to Know About the New 10-year Rule.

The SECURE (Setting Every Community Up for Retirement Enhancement) Act was passed in 2019, effective 2020. The act established a new 10-year rule, requiring certain beneficiaries to withdraw their entire inherited retirement account balance by Decemb...

September 16 2020

Asset Allocation: Planning For an Uncertain Future

Picture the future. What are your plans for 10 years from now? How about 5 years from now? One year? How certain are you that your plans will become a reality? Of course, the truth is we can and should plan, but we can never be certain of what the fu...

July 01 2020

401(k) Plan Design, Employee Engagement and Corporate Financial Performance

Many companies offer 401(k) plans as a benefit to help attract and retain talented employees, but most business owners and CFOs do not look at 401(k) plans in relation to corporate profitability. The plans are treated as a necessary expense, a cost o...