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 […]

Important Catch-Up Contribution Changes on the Horizon As we move into the new year, plan sponsors and advisors should be mindful of two significant regulatory […]

Now Hiring: Operations Specialist – Wealth Management We’re hiring!Enza Financial is growing, and we’re looking for an Operations Specialist to join our Wealth Management team. This role […]

Qualified Plan News Q3 Newsletter The third quarter of 2025 delivered strong performance across global markets. U.S. equities climbed higher, with the S&P 500 gaining […]

Participant Perspectives Q3 Newsletter This quarter’s newsletter explores key financial topics to help you make confident, informed decisions about your future. Social Media and Financial […]

Participant Perspectives Q2 Newsletter In this quarter’s issue of Participant Perspectives, we explore timely topics to help individuals and families strengthen their financial preparedness and long-term […]

Qualified Plan News Q2 Newsletter The second quarter of 2025 brought notable volatility across global markets, ultimately ending on a high note. U.S. equities rebounded […]

September Market Update 3 things to know about the month of September: 1) Solid returns for equities across the board as Fed makes first rate […]

Protecting Your Business with Key Person Insurance Every company has individuals whose knowledge, skills, or leadership are essential to success. Losing one of these “key […]

Roth Catch-up Contributions for High Earners – Next Steps for Plan Sponsors  Secure 2.0 Act (Section 603) Update  As part of the implementation of the […]