View This Newsletter: Cost of Living Adjustments for 2022 Cost of Living Adjustments for 2022 In this edition, we discuss retirement plan distribution fraud and the new contribution limits for 2022. Learn more
Cost of Living Adjustments for 2022
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Missing Participants: Ready or Not, Here I Come!; Safe Harbor 401(k); Cash Balance Plans
View This Newsletter: Missing Participants: Ready or Not, Here I Come! Retirement Planning is a Team Sport In this edition, we explore missing participants in retirement plans, the benefits of safe harbor plans, and provide an overview of cash balance…
Retirement Planning is a Team Sport; DOL Guidance on Cybersecurity
View This Newsletter: Retirement Planning is a Team Sport Retirement Planning is a Team Sport In this edition, we explore the various players involved with retirement plan administration, mergers and acquisitions and their effect on retirement plans, and the newly…
MEPs and PEPs; Recent Legislative Changes
View This Newsletter: MEPs and PEPs; Recent Legislative Changes MEPs and PEPs; Recent Legislative Changes In this edition, we explore multiple employer plans, relief provided under the most recent federal stimulus bill, and proper handling of salary deferral contributions, including…
2021 Cost of Living Adjustments
View This Newsletter: 2021 Cost of Living Adjustments 2021 Cost of Living Adjustments On October 26, 2020, the IRS announced the COST OF LIVING ADJUSTMENTS affecting the dollar limitations for retirement plans. Contribution and benefit increases are intended to allow…
Understanding the CARES Act
View This Newsletter: Understanding the CARES Act Understanding the CARES Act The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was signed into Law on Friday, March 27, 2020. Besides the generalized financial relief afforded to individuals, as well…
How the SECURE Act is Changing Retirement
View This Newsletter: How the SECURE Act is Changing Retirement How the SECURE Act is Changing Retirement On December 20, 2019, The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law. The SECURE Act represents some…
IRS Announces Limits for 2020
View This Newsletter: IRS Announces Limits for 2020 IRS Announces Limits for 2020 On November 6, 2019, the IRS announced the cost of living adjustments affecting the dollar limitations for retirement plans. Contribution and benefit increases are based on a…
Bucket List: Retirement
View this newsletter: Bucket List: Retirement Bucket List: Retirement The economy continues at its strong pace, keeping unemployment at its lowest rate in nearly 50 years. While this is usually good news, employee financial vulnerability is clouding this sunny forecast.…
Automatic Enrollment is on the Rise
View This Newsletter: Automatic Enrollment is on the Rise Automatic Enrollment is on the Rise With the future of Social Security in question, it is becoming ever increasingly important for workers to self-prepare for post-retirement living. Studies show that approximately…