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It’s great to hear that you’re focused on making finance more accessible and understandable for everyone. I’m here to help with any questions or topics related to finance that you might be interested in. Whether it’s about investing strategies, budgeting tips, retirement planning, or any other financial topic, feel free to let me know what specific information or guidance you’d like me to provide, and I’ll do my best to assist!

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What is an ESA (Education Savings Account) and How Does It Work?

What is an ESA (Education Savings Account) and How Does It Work?When it comes to planning for your child’s education, the rising costs of tuitionRead More »
January 13, 2025 Posted inEducational Savings Plans/Options
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529 Plan vs. Education Savings Account: Which One is Right for Your Family?

529 Plan vs. Education Savings Account: Which One is Right for Your Family?As education costs continue to soar, saving for your child’s future is moreRead More »
January 3, 2025 Posted inEducational Savings Plans/Options
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Digital Tools for 401(k) Administration: Enhancing Efficiency and User Experience

Embracing Digital Transformation in 401(k) AdministrationThe retirement planning landscape is evolving, and digital transformation is reshaping 401(k) administration. For administrators, managing a 401(k) plan meansRead More »
December 30, 2024Tags: , , Posted in401k's for Businesses
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Simplifying Investment Options: A Guide for 401(k) Administrators

Why Simplifying Investment Options Matters for 401(k) SuccessManaging a 401(k) plan involves balancing the needs of the company with the best interests of employees. OneRead More »
December 23, 2024 Posted in401k's for Businesses
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Matching Contributions and Beyond: Enhancing 401(k) Benefits for Businesses

Why Enhancing 401(k) Benefits Matters for Business SuccessFor many businesses, offering a 401(k) plan with matching contributions is a tried-and-true strategy for attracting and retainingRead More »
December 16, 2024 Posted in401k's for Businesses
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Common Pitfalls in 401(k) Administration and How to Avoid Them

Why Avoiding Pitfalls in 401(k) Administration MattersAs a 401(k) plan administrator, you play a critical role in helping employees secure their financial futures. However, evenRead More »
December 9, 2024 Posted in401k's for Businesses
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Employee Engagement and 401(k) Success: Strategies for Administrators

Introduction: Why Employee Engagement is Key to 401(k) SuccessEmployee engagement is more than just a buzzword—it’s the cornerstone of a successful 401(k) plan. When employeesRead More »
December 2, 2024 Posted in401k's for Businesses
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401(k) vs. Other Retirement Plans: An Administrator’s Perspective

Introduction: Why Choosing the Right Retirement Plan MattersAs a retirement plan administrator, your responsibility is to offer retirement options that align with employees' needs andRead More »
November 25, 2024 Posted in401k's for Businesses
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Unlocking Tax Advantages: A Guide to 401(k) Administration for Small Businesses

Why Small Businesses Should Consider a 401(k) PlanFor small businesses, offering a 401(k) plan can be a game-changer. Not only does it provide valuable benefitsRead More »
November 18, 2024 Posted in401k's for Businesses
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Crafting a Winning Employee Retirement Strategy: Insights for 401(k) Administrators

Introduction: Why Employee Retirement Strategies Matter for 401(k) AdministratorsIn today's competitive job market, offering a robust retirement plan is not just a benefit—it's a necessity.Read More »
November 11, 2024 Posted in401k's for Businesses
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401(k) Compliance Made Easy: Tips for Administrators to Ensure Regulatory Adherence

Managing a 401(k) plan comes with significant responsibility, especially when it comes to ensuring compliance with complex regulations set by the Department of Labor (DOL)Read More »
November 4, 2024 Posted in401k's for Businesses
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The Role of a 401(k) Administrator in Streamlining Retirement Planning for Businesses

When it comes to offering a retirement plan for employees, businesses often turn to a 401(k) plan as a key component of their benefits package.Read More »
October 28, 2024 Posted in401k's for Businesses
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Maximizing Employee Benefits: How Administrators Can Optimize 401(k) Plans

Offering a 401(k) plan is one of the most valuable benefits a business can provide its employees. However, simply offering a 401(k) plan is notRead More »
October 21, 2024 Posted in401k's for Businesses
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Navigating the Basics: A Comprehensive Guide to 401(k) Administration for Business Owners

As a business owner, offering a 401(k) plan can be a great way to attract and retain talented employees while providing them with a valuableRead More »
October 15, 2024 Posted in401k's for Businesses
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Why 401(k) Plan Administrators Should Regularly Benchmark Their Plan

As a financial advisor and fiduciary, ensuring the best interests of your employees is paramount. One of the most critical responsibilities for a 401(k) planRead More »
October 7, 2024 Posted in401k's for Businesses
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Global View Capital Advisors
Office: (262) 230-1095
Fax: (262) 650-1085

N14W23833 Stone Ridge Drive, Ste 350
Waukesha, WI 53188

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Ryan Peca to provide information on a topic that may be of interest.  The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Global View Capital Management (GVCM) is an affiliate of Global View Capital Advisors (GVCA). GVCM is a SEC Registered Investment Advisory firm headquartered at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188-1126. 262.650.1030. Ryan Peca is an Investment Adviser Representative (“Adviser”) with GVCM. Additional information can be found at www.adviserinfo.sec.gov If an Insurance Agent of GVCI: Global View Capital Insurance Services (GVCI) is an affiliate of Global View Capital Advisors (GVCA). GVCI services offered through Experior Financial Group, ASH Brokerage, and/or PKS Financial. GVCI is headquartered at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188-1126. 262-650-1030. Ryan Peca is an Insurance Agent of GVCI.

The opinions shared here do not necessarily represent the view of GVCM or any of its affiliates.