Jun 28, 2024 | Other Post-Employment Benefits
Learn about the considerations involved in funding OPEB plans and the importance of managing plan assets effectively.
Jun 7, 2024 | Other Post-Employment Benefits
Understanding what it means for a plan to be 100% funded and the implications for future benefits and contributions.
Apr 30, 2024 | Other Post-Employment Benefits
Discover payment strategies for Retiree Healthcare (OPEB) plans funded by OPEB trusts. Maximize future benefit payments for retirees. Learn more now
Feb 29, 2024 | 401(k) Plans, 403(b) Plans
Explore Roth Employer Contributions under Secure 2.0 Act. Optional provision for plan sponsors. Consider implications for taxation and administration.
Jan 22, 2024 | 401(k) Plans, 403(b) Plans, 457 Plans, Defined Benefit Plans, Employee Stock Ownership Plans, Profit Sharing Plans
The 2024 Cost-Of-Living Adjustments affecting employee benefit plans include the annual limits for Social Security Taxable Wage Base.
Dec 10, 2023 | 401(k) Plans
Discover the ins and outs of 401(k) plan forfeitures – when and how to leverage them effectively. Uncover the key insights for smart financial planning.
Nov 10, 2023 | 401(k) Plans
Navigate the 401(K) ‘Large Plan’ Status: Understand the 80-120 Rule, Audit Requirements, and Changes for 2023. Ensure Compliance and Save Time
Oct 17, 2023 | Plan Documents
Discover simplified disclosure rules for DC plan participants under SECURE 2.0. New options for plan sponsors explained. Effective Dec 31, 2022.
Sep 7, 2023 | 401(k) Plans, 403(b) Plans, 457 Plans, Profit Sharing Plans, Retirement Plans
Understand RMDs: Mandatory withdrawals from retirement accounts explained. Learn deadlines, calculations, exemptions.
Jul 27, 2023 | 401(k) Plans, 403(b) Plans
Explore mandatory Roth catch-up contributions and vital insights for plan sponsors. Prepare for upcoming changes now.
Jul 7, 2023 | 401(k) Plans, 403(b) Plans
Maximize your retirement savings with the Saver’s Tax Credit. Claim up to $1,000 ($2,000 for couples) on your 2023 tax return. Find out if you qualify!
Jun 5, 2023 | 401(k) Plans, 403(b) Plans
Discover the SECURE Act’s impact on plan eligibility and requirements for Long Term Part Time (LTPT) employees. Learn about changes, tracking hours, and employer contributions.