Toys for Tots Toy Drive

Statherόs was pleased to host our Cookies & Cocktails event in our new El Dorado Hills office location. A big thank you to all who brought a toy for the Toys for Tots toy drive this year.  We are proud to deliver the collected toys on your behalf.

It was so nice to share a drink/cookie and laughs with many of you. We hope you all are enjoying this holiday season!

CalSavers is here: Are you ready?

ATTENTION ALL CA BUSINESS OWNERS: There is a new state-mandated retirement savings program for all California businesses with 5 or more employees, including non-profits. Businesses with 5+ employees may be penalized for not participating in this new IRA program unless they have their own qualified retirement plan in place for employees. We have noticed that many employers are unaware of this new requirement so we’re doing our best to spread the word.

Article written by Workest by Zenefits

Advisors vs. Brokers: What's the difference?

With so many different terms being used to describe the role of a financial advisor, it’s important to recognize that not all are created equal.  Each is different, offering different services and pricing to help their clients achieve their goals.  In this article, we break it down the key differences to keep in mind when vetting your financial professional.

Click the photo for the full article.

401(k) Holiday To-Do List

We’re at the end of the year, 2021 is near.

Reviewing your retirement plan is nothing to fear.

 

You’re a plan fiduciary, what’s that mean?

Review your vendors, investments and fees.

 

With some simple tricks and a few tips,           

You can check this task right off your list!

click the image to read the full list.