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3FG Resources

Aloha

I’m glad you’re here. At 3 Financial Group, advocacy begins with listening and helping you understand how financial and legal decisions connect across your life. These resources were created to support that work — offering perspective, plain-English guidance, and thoughtful insight you can explore at your own pace.

You’ll find topics that reflect the questions we hear most often, the transitions people navigate, and the decisions that deserve careful consideration. Whether you’re planning ahead, navigating change, or protecting what matters most, our goal is to help you feel informed, supported, and never alone in the process.

— Joanna Amberger JD | MBA | CFP®

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Find Resources by Topic

SECURE Act and What 401(k) Plan Sponsors Need to Know

For plan administrators, sponsors and fiduciaries, here are a few of the biggest SECURE Act changes that you should be

3 Trends to Help Strengthen Your Workforce’s Retirement Savings

As your business grows and evolves, it's important to stay in the know on how to offer better workplace benefits

Impeachment Inquiry

No matter what comes of it all, it is important to remember that the economy (and stock market) are much

Achieving Success

Whether you want to be the best accountant, salesperson, professional athlete, doctor, parent, etc…, there is a simple a simple

Beware of Hype!

The media loves hype. Who doesn’t want to invest in the next big thing…especially when everyone else is talking about

Planning tips today for financial security tomorrow

As an employer and plan sponsor, it’s helpful to provide resources that encourage your employees to pay down their debt.

NEW 2020 Retirement Plan Contribution Limits!

Here's the full list of 2020 contribution limit changes for you to review and share with your plan participants.

Avoid failing the test – Proactive steps to avoid Corrective Distributions

Here's what to do if you failed the “ADP” test and how to use corrective distributions to fix it.

20 Important Questions You Should Be Asking a Recordkeeper

Your retirement plan recordkeeper should be a valued partner that helps support your plan and participants.