Daniel Morozov : Financial Advisor at Mutual of Omaha

Daniel Morozov : Financial Advisor at Mutual of Omaha If interested in discussing your insurance needs, book an appointment with me today!

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Virginia business owners — a major retirement plan change took effect July 1, 2026. Under the Virginia Secure Savings Pl...
08/10/2026

Virginia business owners — a major retirement plan change took effect July 1, 2026. Under the Virginia Secure Savings Plan Act (HB 176 / SB 149), the requirement now reaches Virginia businesses with 5+ eligible employees that don't already offer a qualified retirement plan. RetirePath VA isn't your only option. Depending on your business, a 401(k), SIMPLE IRA, SEP IRA, or another qualified plan may be a better fit. There are a lot of options, and we help business owners figure out which one actually makes sense for their company—not just check the compliance box. If this affects your business and you're not sure which direction to go, give me a call.

05/20/2026

Three numbers. Real clarity.



Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA /SIPC. All investing involves risk, including the possible loss of principal, and there can be no assurance that any investment strategy will be successful. Past performance is no guarantee of future results. The information is not intended, and should not be construed as tax or legal advice. Consult with your tax, legal or investment professional before taking any action based on this information.

Big thank you to Little Hands Virginia for having us out last week. It was great being able to give back to the communit...
05/11/2026

Big thank you to Little Hands Virginia for having us out last week. It was great being able to give back to the community and spend the day volunteering alongside an awesome group of coworkers. Grateful we had the opportunity to be part of it.

Address

4870 Sadler Road Ste 105
Glen Allen, VA
23060

Telephone

(804)2494844

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