May 18 2023

Beer Markets: More Like Dull Markets

Episode 5 of "Beer Markets" is now available! In this episode of Beer Markets, Bobby Moyer is joined by ACG Wealth Management President & CEO Sandy Wiggins to discuss the latest financial and economic news headlines, including the current "dull m...

April 20 2023

Beer Markets: Housing Market, The Fed, & Earnings Expectations

Episode 4 of "Beer Markets" is now available! In this episode of Beer Markets Bobby Moyer is joined by ACG Wealth Management President & CEO Sandy Wiggins to discuss the latest financial and economic news headlines including the housing market, t...

April 03 2023

Contribution Options for Small Cash Balance and Defined Benefit Plans

At the end of the plan year, some of our small cash balance (CB) and traditional defined benefit (DB) clients will contact us wanting to know what “the” contribution is for the previous year, as though there was a single option for what they are requ...

March 16 2023

Beer Markets: Banking Concerns, Jobs Report, & More

Episode 3 of "Beer Markets" is now available! In this episode of "Beer Markets" Bobby Moyer is joined by ACG Wealth Management President & CEO Sandy Wiggins to discuss the latest news headlines including Silvergate, Silicon Valley Bank, and the j...

February 16 2023

Beer Markets Podcast: ChatGPT, CPI, & More

At ACG, we are always looking for new ways to engage and educate the community on the world of finance. As a result of this continuous effort, we have decided to start our own podcast titled "Beer Markets." In this podcast, ACG Wealth Management CIO ...

January 20 2023

SECURE 2.0: Lots (and Lots) of New Retirement Plan Rules

By now, you have likely heard of the new law called SECURE 2.0. It was passed at the end of 2022 as part of the big omnibus spending bill and contains numerous provisions relating to qualified retirement plans and IRAs. It is a follow-up of sorts to ...

January 13 2023

Introducing ACG's New Podcast: Beer Markets

At ACG, we are always looking for new ways to engage and educate the community on the world of finance. As a result of this continuous effort, we are excited to announce the start of our podcast titled "Beer Markets."

December 16 2022

Terminated 401(k) Plans and the “12-Month Rule”

If you’re older than a certain age, you’re familiar with the tagline, “Roaches check in, but they don’t check out.” It’s kind of like that in a 401(k) plan. You can easily check your money in (contribute to the plan), but it can be hard to check it o...

November 21 2022

A Guide to SIMPLE IRAs and 401(k)s for TPAs

Note:  The SECURE 2.0 Act of 2022 made several changes to the rules related to SIMPLEs.  Accordingly, some of the information in this article may be outdated. In the retirement plan world, SIMPLE stands for Savings Incentive Match PLan for Employees....

May 26 2022

Which Plan Design is Right for You?

Many years ago, along with the birth of ERISA (Employee Retirement Income Security Act), a famous “rock” group posed a great question with the song lyrics “What’s The World Coming To?” With all that’s happening today, the question may now be apropos ...