Participant Perspectives Q1 Newsletter Financial and retirement planning extends well beyond saving for the future. It also includes making informed decisions about taxes, protecting your […]

Qualified Plan News Q1 Newsletter The first quarter of 2026 brought a mix of market volatility, economic developments, and important retirement plan updates. Here’s a […]

Is Social Security Changing? Social Security continues to face long-term funding challenges, with current projections indicating that, without legislative action, retirement benefits could be reduced […]

BUSINESS CONTINUATION PLANNING: Is Your Business Prepared? A well-crafted buy-sell agreement is an essential part of any business succession plan, but have you considered what […]

Trump Accounts: A New Way to Save for the Next Generation “Trump Accounts” (formally authorized under Internal Revenue Code §530A) are a new type of […]

Economic Update Webinar Join Scott Fischer for an insightful Economic Update Webinar as he discusses the latest market trends, economic developments, and key factors shaping […]

DOL Proposes New Rule Clarifying 401(k) Investment Selection The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) has issued a proposed regulation aimed at […]

Participant Perspectives Q4 Newsletter The Perils of Cosigning a Mortgage Loan Parents should consider the pros and cons before cosigning a mortgage loan with their child. High mortgage interest rates and a steady rise in […]

New Service at Enza: Simplifying Retirement Plan Enrollment & Education Enza Financial is excited to introduce vEnrollment, a new participant communication and enrollment tool designed to […]

Executive Income Protection: Solutions for the Highly Compensated Highly compensated executives often face income gaps if a disability occurs, even when covered by group long-term […]