June 2022 Participant memo: Beneficiary Designations Who will get your money?

  We know you are ready for summer! But how’s your retirement plan doing? Summer… Read More

Reduced Health Care Costs & Shared Profits with the InCap® Group Captive

/// By Paul Clark and Evan Macedo Squeezed between the perpetually rising cost of health… Read More

June 2022 Participant memo: Beneficiary Designations Who will get your money?

Although not a pleasant topic, it is an important one – Who is the named… Read More

Podcast Q&A: Benefits of a Roth Conversion

Andrew MacDougall, Director of Wealth Management of Sapers & Wallack, answers questions about his blog… Read More

The Year of Executive Benefits

Aviva Sapers and Patrick Bugbee take part in a deep dive discussion with Nathan Gobes… Read More

Podcast Q&A: “Disability – Why is Income Protection Important?

Aviva Sapers, CEO and and Kristen Maalouf, Executive Assistant of Sapers & Wallack , answer… Read More

Podcast Q&A: “Has Your Company Taken Advantage of the R&D Tax Credit Program?“

Evan Macedo, Treasurer & Vice President of Finance & Operations at Sapers & Wallack and… Read More

May 2022 Participant memo: Millennials – The Time to Start Saving is Now!

Typically, younger people don’t make retirement savings a priority. Living expenses, student debt, rent or… Read More

Sapers & Wallack Named to List of Nation’s Top DC Advisor Teams

ARLINGTON, VA — Sapers & Wallack has been named to the National Association of Plan… Read More

Has Your Company Taken Advantage of the R&D Tax Credit Program?

/// By Skyler Kressin and Evan Macedo Amid the scramble of PPP loans and tax… Read More