Posts (83) June 11, 2021 What is the Status on Allowing 401(k) Match for Student Loan Payments? President Biden signed the American Rescue Plan Act. Are you eligible to receive direct payments under the new law that passed on March 11? Read More June 11, 2021 If You are Going to Exclude Active Funds From Your Retirement Plan Investment Lineup, Have Darn Good Reasons President Biden signed the American Rescue Plan Act. Are you eligible to receive direct payments under the new law that passed on March 11? Read More August 6, 2019 Retirement Plan Options for Small Businesses Expanded By DOL The U.S. Department of Labor (DOL) has released a final rule which should make it easier for smaller businesses to provide retirement plans to their employees. According to the DOL, the rule will enable more small and midsize unrelated businesses to join forces in multiple employer plans (MEPs) that provide their employees a defined contribution… Read More November 4, 2019 Beat Healthcare Costs with a Financial Wellness Program If your business doesn’t invest in financial wellness for your team, you may find it difficult to attract and retain the best employees. Read More April 16, 2024 Look It Up: A Glossary Of Key Estate Planning Terms There may be several estate planning terms that are foreign to you. Here’s a glossary of terms for reference. Read More March 4, 2021 The Case for Investment Refresh Investment refresh is an extension to automatic enrollment that transfers investment allocations to the plan’s QDIA. Read More March 4, 2021 QDIA…. Why is it Important? The qualified default investment alternative (“QDIA”) is arguably the most important investment in a plan’s investment menu. Read More June 11, 2021 Caveat Guarantor President Biden signed the American Rescue Plan Act. Are you eligible to receive direct payments under the new law that passed on March 11? Read More July 30, 2020 Participant Corner: Good Health is the Best Wealth This month’s employee memo encourages employees to make small lifestyle changes to reduce their out-of-pocket health costs. Believe it or not, staying healthy just might make you wealthy. With small lifestyle changes and healthy choices, you may reduce your annual healthcare costs and increase your income. These lifestyle changes can be as simple as limiting… Read More July 29, 2020 What Constitutes Proper Documentation of Retirement Plan Committee Meetings? With most retirement plans, the fiduciary responsibility of selecting and monitoring the plan’s menu of investments is designated to a retirement plan investment committee. This committee usually includes financial officers and human resources officers of the employer. The committee meets periodically (anywhere from annually to quarterly) to consider agenda items including investment due diligence, fees… Read More March 31, 2020 Addressing Employee Education Strategically An educated employee is an empowered employee, especially when it comes to retirement savings and financial wellness. To help employees better understand their fiduciary process, the key features of your company’s retirement plan, and the importance of setting aside money for their future, it’s crucial to offer financial education. Financial education can come in many… Read More July 21, 2023 Inheriting Stock Or Other Assets? You’ll Receive A Favorable “Stepped-Up Basis” When planning your estate or inheriting assets, it’s essential to understand the “step-up and step down” basis rules. Read More Load more Page 4 of 10« First«...23456...10...»Last »
June 11, 2021 What is the Status on Allowing 401(k) Match for Student Loan Payments? President Biden signed the American Rescue Plan Act. Are you eligible to receive direct payments under the new law that passed on March 11? Read More
June 11, 2021 If You are Going to Exclude Active Funds From Your Retirement Plan Investment Lineup, Have Darn Good Reasons President Biden signed the American Rescue Plan Act. Are you eligible to receive direct payments under the new law that passed on March 11? Read More
August 6, 2019 Retirement Plan Options for Small Businesses Expanded By DOL The U.S. Department of Labor (DOL) has released a final rule which should make it easier for smaller businesses to provide retirement plans to their employees. According to the DOL, the rule will enable more small and midsize unrelated businesses to join forces in multiple employer plans (MEPs) that provide their employees a defined contribution… Read More
November 4, 2019 Beat Healthcare Costs with a Financial Wellness Program If your business doesn’t invest in financial wellness for your team, you may find it difficult to attract and retain the best employees. Read More
April 16, 2024 Look It Up: A Glossary Of Key Estate Planning Terms There may be several estate planning terms that are foreign to you. Here’s a glossary of terms for reference. Read More
March 4, 2021 The Case for Investment Refresh Investment refresh is an extension to automatic enrollment that transfers investment allocations to the plan’s QDIA. Read More
March 4, 2021 QDIA…. Why is it Important? The qualified default investment alternative (“QDIA”) is arguably the most important investment in a plan’s investment menu. Read More
June 11, 2021 Caveat Guarantor President Biden signed the American Rescue Plan Act. Are you eligible to receive direct payments under the new law that passed on March 11? Read More
July 30, 2020 Participant Corner: Good Health is the Best Wealth This month’s employee memo encourages employees to make small lifestyle changes to reduce their out-of-pocket health costs. Believe it or not, staying healthy just might make you wealthy. With small lifestyle changes and healthy choices, you may reduce your annual healthcare costs and increase your income. These lifestyle changes can be as simple as limiting… Read More
July 29, 2020 What Constitutes Proper Documentation of Retirement Plan Committee Meetings? With most retirement plans, the fiduciary responsibility of selecting and monitoring the plan’s menu of investments is designated to a retirement plan investment committee. This committee usually includes financial officers and human resources officers of the employer. The committee meets periodically (anywhere from annually to quarterly) to consider agenda items including investment due diligence, fees… Read More
March 31, 2020 Addressing Employee Education Strategically An educated employee is an empowered employee, especially when it comes to retirement savings and financial wellness. To help employees better understand their fiduciary process, the key features of your company’s retirement plan, and the importance of setting aside money for their future, it’s crucial to offer financial education. Financial education can come in many… Read More
July 21, 2023 Inheriting Stock Or Other Assets? You’ll Receive A Favorable “Stepped-Up Basis” When planning your estate or inheriting assets, it’s essential to understand the “step-up and step down” basis rules. Read More