Part-Time Employees Can Now Contribute to Pension Plans
It’s hard to believe but January 2021 is right around the corner! For plan sponsors, that means now is the time to make way for part-time employees to participate in 401(k) plans. Comply With the…
Read Moreabout Part-Time Employees Can Now Contribute to Pension Plans
Understanding Retirement Savings: Lifetime Income Illustrations
Chances are good that your company’s employees need to save more toward retirement. This is true across the country. New lifetime income disclosures mandated by the SECURE Act, aim to educate employees—and motivate them to…
Read Moreabout Understanding Retirement Savings: Lifetime Income Illustrations
Plan Sponsorship Is Serious Business: Take Precautions
If you are in charge of your company’s employee retirement plan, you are entrusted with safeguarding the future of your employees. Exercise every precaution to protect them, the company—and yourself. ERISA Lawsuits Are Common There…
Read Moreabout Plan Sponsorship Is Serious Business: Take Precautions
Plans For Family Assets: Begin The Conversation Today
More family members from across generations are living together than ever before. There has never been a better—or more important— time to involve everyone in safeguarding hard earned assets. Talk About Your Savings: Take The…
Read Moreabout Plans For Family Assets: Begin The Conversation Today
The Appeal of Appealing
If you are involved in a civil court case—and determined to win—you’ll find it helpful to understand the appeals process. In fact, in case you lose, being prepared to secure an appeal bond will save you—and…
Read Moreabout The Appeal of Appealing
Fall Hunting Season’s Approaching — Gear Up!
Fall Hunting Season’s Approaching —Gear Up! If you are a hunting enthusiast, chances are you are busily preparing—and maybe even considering how to earn some money via this hobby this year. Here are a few…
Read Moreabout Fall Hunting Season’s Approaching — Gear Up!
The Importance of Communicating About Employee Benefit Plans
Employees lack trust in benefit plans. As a business owner—and plan sponsor, take action to respond to their needs. A great first step: provide more information. What Do Employees Want to Know About Benefit Plans?…
Read Moreabout The Importance of Communicating About Employee Benefit Plans
Who Needs to Save for Retirement?
All of us! Even before the financial challenges brought on by COVID-19, retirement saving for workers in the US was insufficient—and in fact, worsening. For example, data from 2014-2017 shows that only 40% of employers…
Read Moreabout Who Needs to Save for Retirement?
Identify Theft—Are Your Benefit and Retirement Plans Safe?
Identity theft has been on the rise—and that means plan sponsors have to up their cybersecurity efforts. According to AARP: Identity theft occurs when someone obtains someone else’s personal information, such as a Social Security…
Read Moreabout Identify Theft—Are Your Benefit and Retirement Plans Safe?