Turkey Fryer Safety Tips- 5 Things You Should Know As the temperatures outside start to drop and the Halloween candy stash begins to disappear, it’s time to bring out the turkeys for Thanksgiving dinner. The latest trend in preparing turkeys during the holiday season is deep frying. While the results can be delicious, the outcome could be.. read more →

14 Nov 2017
November 14, 2017

Maximizing Your Social Security Benefits

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Maximizing Your Social Security Benefits Retirement and Social Security Benefits are inextricably linked. Not only did Social Security help establish the official U.S. retirement age at 65, it also provides a significant portion of today’s retirees’ incomes. Some of the earliest company pension programs began paying benefits at age 65.1 The economics made sense since.. read more →

Congratulations Joe Malzacher for Being Awarded the Accredited Investment Fiduciary® (AIF®) Designation Jacksonville, FL- November 9, 2017 Joe Malzacher of Montoya & Associates has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement.. read more →

In light of recent events with the Las Vegas mass shooting, the Orlando Pulse Nightclub, and other recent tragedies, it is an important time to prepare your employees for a potential active shooter situation.  Identifying the signs of mental illness and reporting any indicators of potential violence by an employee is crucial. Training Your Staff.. read more →

DOL Audits The Department of Labor (DOL)’s Employee Benefits Security Administration (EBSA) has the authority to conduct a DOL audit on benefits plans that are governed by the Employee Retirement Income Security Act (ERISA). DOL audits often focus on violations of ERISA’s fiduciary obligations and reporting and disclosure requirements. The DOL may also investigate whether.. read more →