For architects, establishing a retirement plan for yourself and your firm if you have employees is one of the most important actions you can take. Selecting the right kind of plan for yourself is also critical.
Read MoreTopic: Retirement & financial planning
How to Budget for Retirement
As the pandemic continues, it’s not surprising that consumers are more anxious about achieving their retirement goals than they were pre-COVID. Nearly two-thirds state that they feel at least some concern over how they’ll maintain their lifestyle in retirement according to a 2020 Equitable Consumer Pulse Survey.
Read MoreOptimize Your Savings in 2022
Most architects and their employees are actively contributing to a retirement plan. Regardless of your personal situation, it makes sense to review the type of retirement plan that you have as well as your individual savings plan for retirement to make sure that you are maximizing your potential savings. The type of retirement plan, investment…
Read MorePractical & Tactical Retirement Planning Strategies for Architecture Firms
This webinar, presented by Equitable in conjunction with the AIA Trust, is designed to help firm owners and managers determine the best retirement plan strategy for their firms and how retirement plans can help to achieve business goals. Specifically, the 25-minute webinar will help you to: Determine which retirement plan contributions count toward PPP loan…
Read MoreEncouraging Employee 401(k) Savings
Offering a 401(k) retirement plan for your practice in which your employees can participate is a valuable benefit. Frequently, motivating your employees to appreciate and take advantage of this benefit can be a challenge. However, a retirement plan with engaged, informed and participating employees is a successful retirement plan.
Read MoreChoosing the Right Retirement Plan for Your Firm
Most architectural firm owners and managers must address critical priorities in addition to the business of architecture. These include managing taxes, attracting and rewarding valued employees, and establishing a long-term strategy to ensure their own financial security. Fortunately, as a firm owner, you have an option that could help to address all those goals: sponsoring…
Read MoreRetirement calculator
Make meaningful progress toward a more confident future in just a few minutes. View the retirement calculator
Read MoreOwnership Transition: Developing Future Firm Leadership
A session about Ownership Transition: Developing Future Firm Leadership was presented at A’19, the AIA Conference on Architecture 2019. The PowerPoint slides address the following learning objectives: Recognize what current owners need to do well in advance to prepare for a successful firm transition in the future. Recognize the challenges and decisions for those who…
Read MoreFirm Valuation Service Providers
When considering firm ownership transition–whether internal or external acquisition or a merger, employee stock ownership plans, equity-based incentive plans, shareholder dispute, tax issues, litigation support, or other corporate planning–you need to determine firm value. When seeking a firm valuation, it’s important to consider companies that can offer you A/E industry experience, as well as professional…
Read MoreFinancial Planning Guide
This guide will help you determine your financial planning needs, with suggested timelines, asset allocation, retirement products and various types of insurance to consider.
Read MoreFinancial Planning Guide
